Financial Planner, Scotia Financial Planning - Edmundston or Grand Falls, NB 1

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

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.

Key Responsibilities

• External clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Internal clients – Play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.

As a Financial Planner, you are driven by purpose and determination, understanding that your clients are your most valuable asset. Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence.

Responsibilities

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 executing on business development plans, providing client-centric investment solutions, and participating actively in local professional and community events.

Requirements

What’s in it for you?

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. 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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.

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