Financial Planner

Position: Scotiabank Financial Planner Role
Join Scotiabank as a Financial Planner, specializing in personalized investment advice for the mass affluent clientele. This mobile position offers the flexibility to connect with clients wherever they are.

As a Financial Planner, you will focus on establishing and nurturing client relationships while adhering to Global Sales Principles. The role emphasizes proactive communication and community involvement to identify new business opportunities. You'll provide tailored financial solutions within a team-focused culture that values your entrepreneurial spirit.

Key Responsibilities:

• Drive business development for existing and prospective clients

• Align investment solutions with client needs using a financial planning framework

• Conduct outreach to remain top-of-mind for future business

• Engage in local professional events to build your network

• Deliver information sessions and seminars to attract prospects

Requirements:

• 3 years of experience in investment sales and financial planning

• Valid mutual funds certification and good standing

• PFP or CFP designation preferred

• Strong networking and interpersonal skills

• A valid driver's license for travel to client meetings

Leverage your skills in client-focused financial planning and business development with Scotiabank and thrive in a supportive environment.
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