Financial Planner Ontario

Position: Financial Planner at Scotiabank Ontario
Elevate client relationships as a Financial Planner at Scotiabank in Toronto, Ontario. Deliver exceptional financial advice and foster a meaningful practice in an entrepreneurial environment.

As a Financial Planner, you will cultivate relationships with affluent clients by offering tailored financial and investment planning services. Your focus will be on proactive outreach, engaging both internal and external clients. This position allows flexibility to meet clients wherever necessary, driving new business and deepening existing relationships.

Key Responsibilities:

• Drive investment sales and attract new clients

• Execute business development plans for affluent individuals

• Conduct proactive outreach to maintain client connections

• Participate in community events to expand your network

• Provide personalized financial solutions and needs analysis

Requirements:

• Minimum 3 years in financial planning and sales

• Mutual fund certification and CIRO standing

• Completion of PFP® or CFP® designation

• Strong networking and client acquisition skills

• Valid driver's license for client meetings

Utilize your financial expertise to empower clients and grow your practice with Scotiabank in Toronto.
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