Mobile Financial Planner

Position: Mobile Financial Planner at Scotiabank
Become a Mobile Financial Planner with Scotiabank, where you'll provide personalized investment strategies to mass affluent clients. Enjoy the liberty of meeting clients outside the office on a schedule that suits you.

This role allows you to take a proactive approach to client relationships and investment sales within the community. Scotiabank values entrepreneurial professionals who excel in building new connections and offering tailored financial planning advice. You'll also engage in community activities to expand your influence and contribute to clients’ success.

Key Responsibilities:

• Implement business development plans for new client acquisition

• Offer client-specific investment solutions through financial planning

• Maintain communication with prospects for future opportunities

• Actively participate in community events to build networks

• Organize seminars and sessions to educate prospective clients

Requirements:

• 3+ years in financial planning and investment sales required

• Certification in mutual funds and compliance with MFDA

• Completion of Personal Financial Planning (PFP) or CFP designation

• Proven networking abilities and client management skills

• Valid driver's license for client outreach

Utilize your expertise in investment planning to help clients achieve their financial aspirations at Scotiabank.
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