Become a Client-Focused Financial Planner with Scotiabank in Etobicoke, Ontario. Guide clients through comprehensive investment strategies while managing your own versatile schedule to meet their needs.
This position prioritizes client relationships within the mass affluent market. You will employ a financial planning framework to support investment sales and ensure compliance with regulatory standards. Proactively engaging in community events will also expand your network and client opportunities.
Key Responsibilities:
• Implement business development strategies for growth
• Deliver investment solutions through a client-centric approach
• Conduct needs analysis using financial statements




• Participate in local events to enhance community presence
• Build connections with industry professionals
Requirements:
• At least 3 years in the financial planning sector
• Accredited with mutual funds certification or CFP
• Solid networking and interpersonal skills
• Self-motivated with entrepreneurial mindset
• Valid driver’s license and vehicle for client meetings
Utilize your financial expertise to make a difference in clients’ lives at Scotiabank, where flexibility and growth await.
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📌 Client Focused Financial Planner Role Toronto
🏢 Scotiabank
📍 Toronto