Italian-Speaking Financial Planner

Lead client initiatives as a Financial Planner at Scotiabank in Vaughan. Utilize your financial planning expertise and Italian fluency to provide tailored investment advice and deepen client connections.

In this role, you will serve the mass affluent market while employing a financial planning framework. Your focus will be on business development, strengthening client relationships, and expanding your professional network by actively participating in local events. You'll adapt your schedule to meet clients conveniently while ensuring compliance with regulatory standards.

Key Responsibilities:

• Execute tailored business development plans for clients

• Provide client-focused investment solutions using a planning framework

• Conduct needs analysis across various financial statements

• Network with industry specialists and manage independent marketing

• Deliver community seminars to expand client base

Requirements:

• 3 years of experience in financial planning and investment sales

• Current MFDA licensing and Mutual Funds Certified Professional designation

• Personal Financial Planning or Certified Financial Planner designation

• Proven networking and interpersonal skills

• Valid driver’s license and vehicle access

Capitalize on your financial planning skills to build an impactful career at Scotiabank while engaging with clients in Vaughan.
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