Client-Focused Financial Planner

Position: Client-Focused Financial Planner Role
Embrace an impactful career as a Financial Planner at Scotiabank in British Columbia. Enhance client relationships and drive investment sales through personalized financial guidance.

Scotiabank is looking for a detail-oriented Financial Planner to work with mass affluent clients, offering tailored financial strategies and investment solutions.

Your role will focus on cultivating enduring relationships and engaging with both external and internal clients to optimize their financial objectives.

Key Responsibilities:

• Drive investment sales while adhering to compliance

• Develop business relationships with new and existing clients

• Provide customized financial plans and solutions

• Participate actively in community involvement

• Conduct outreach communications for client engagement

Requirements:

• Minimum of 3 years in financial planning

• Must have Mutual-fund certification

• Completion of PFP® or CFP® designation

• Strong networking and relationship-building skills

• Valid driver’s license to meet clients

Leverage your skills to empower clients and succeed at Scotiabank, where diversity and inclusivity thrive.
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