Financial Planner

Position: Financial Planner with Scotiabank
Join Scotiabank as a Financial Planner in Vaughan, focusing on investment sales and client relationships in the mass affluent market.

This role offers flexibility, allowing you to meet clients on your terms.

As a Financial Planner, you will leverage your strong networking skills to build and maintain client relationships. With three years of experience in financial planning and investment sales, you'll provide tailored advice within a comprehensive financial planning framework, driving business development and adhering to compliance. Building trust with clients is essential, and you will actively participate in community engagement.

Key Responsibilities:

• Drive investment sales and new client acquisition

• Develop business plans and identify opportunities

• Provide client-centric investment solutions

• Participate in community events for network expansion

• Conduct needs analysis to assess client requirements

Requirements:

• Minimum 3 years in financial planning and sales

• Certified Mutual Funds Professional

• Completion of CFP® or PFP® designations

• Proven networking abilities and client acquisition

• Valid driver’s license for client meetings

Bring your entrepreneurial spirit and exceptional financial advice skills to Scotiabank's Financial Planning team.
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