Financial Planner

Position: Financial Planner, Scotiabank
Elevate your financial advising career with Scotiabank in Downtown Vancouver. As a Financial Planner, you'll cultivate client relationships through expert advice tailored to their financial aspirations.

In this key role, you'll engage both external and internal clients, delivering personalized investment solutions. Your entrepreneurial spirit will drive business development while working within a collaborative framework that emphasizes growth and client success. Whether meeting clients in person or through proactive outreach, you'll create impactful connections that facilitate financial empowerment for every client.

Key Responsibilities:

• Drive investment sales and new client acquisition

• Establish business development opportunities within your market

• Provide client-centric investment solutions through a tailored framework

• Conduct outbound communications to engage prospects

• Participate in community events to expand your network

Requirements:

• 3 years of experience in financial planning and investment sales

• Mutual fund certification and CIRO licensing

• Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation

• Proven client acquisition and networking skills

• Valid driver’s license and access to a vehicle

Leverage your expertise in financial planning and client engagement to empower clients at Scotiabank.
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