Investment-Focused Financial Planner

Position: Investment-Focused Financial Planner Role
Shape your career as a Financial Planner with Scotiabank, focused on investment strategies and client relationships across North York, Vaughan, Richmond Hill, and Markham, Ontario. Enjoy a mobile work style that fits your schedule.
This Financial Planner role centers on providing high-quality, client-specific financial advisory services. You will capitalize on your investment sales expertise and regulatory knowledge to drive business development. Maintain and enrich relationships with both prospective and current clients to promote sustainable growth.

Key Responsibilities:

• Foster new client relationships and investment opportunities

• Implement business growth strategies effectively

• Offer tailored financial and investment solutions

• Attend local events to enhance community engagement

• Collaborate with retail branches to maximize resources
Requirements:

• Over 3 years of experience in financial services

• Mutual fund certification with CIRO credentials

• PFP® or CFP® designation obtained

• Strong networking and business development skills

• Valid driver's license for client meetings
Join Scotiabank and utilize your financial planning skills to create a significant impact.
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