Scotiabank Financial Planner Role

Enhance your career as a Financial Planner with Scotiabank, focusing on client relationships and financial advice to achieve their unique goals. This role offers flexibility across multiple Ontario locations.
As a Financial Planner, you will engage with mass affluent clients, providing proactive financial planning and investment solutions tailored to their needs. You will establish lasting relationships within the community and work closely with Scotiabank resources to ensure clients experience the best service possible. Your entrepreneurial spirit will flourish in this supportive environment.
Key Responsibilities:
• Drive investment sales and client acquisition efforts
• Execute comprehensive financial planning strategies
• Conduct needs assessments and outreach communications
• Participate in community outreach and seminars
• Collaborate with team members for seamless service
Requirements:
• 3 years in financial planning and investment sales
• Mutual fund certification and CIRO licensing required
• PFP® or CFP® designation preferred
• Proven ability in networking and relationship building
• Access to a vehicle and valid driver's license
Support clients in achieving financial success as a Financial Planner with Scotiabank.
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