Financial Planning Specialist

Position: Scotiabank Financial Planning Specialist
Join Scotiabank as a Financial Planning Specialist in Surrey, British Columbia, and make a difference in clients' financial futures focused on mass affluent needs.

In this role, you are responsible for establishing deep client relationships through personalized financial planning and investment guidance. With at least three years of experience, you'll utilize your skills in networking and sales to grow your client base. As part of a well-respected team, you will operate within a collaborative framework to deliver premium client experiences.

Key Responsibilities:

• Execute development plans for mass affluent client targets

• Offer tailored investment solutions through a structured planning approach

• Engage in local community outreach and educational seminars

• Maintain regular proactive communication with clients

• Collaborate with investment teams and partners as needed

Requirements:

• Minimum 3 years of financial planning experience

• Current Mutual Funds certification for MFDA licensing

• PFP® or CFP® designation completion

• Expertise in client acquisition and networking strategies

• Access to a vehicle for client outreach

Shape your career in financial services with Scotiabank, delivering outstanding advice and planning to clients.
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