Financial Planner, Scotia Financial Planning - Comox Valley

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What is the role of a Financial Planner?

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships.

• External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from.
• Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank’s resources—bringing the best of the bank to every client interaction.

As a Financial Planner you are :

Following a comprehensive financial planning framework, you will be responsible for the following :

Is this role right for you? In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

Do you have the skills that will enable you to succeed in this role?

What’s in it for you?

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Location(s)

Canada : British Columbia : Comox || Canada : British Columbia : Campbell River || Canada : British Columbia : Courtenay

Scotiabank is a leading bank in the Americas. Guided by our purpose : “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

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