Elevate your career as a Financial Planner with Scotiabank in Powell River, British Columbia. Build lasting client relationships while providing high-caliber investment planning services tailored to individual needs.
In this role, you will enhance the Scotia Financial Planning team's mission by focusing on client-centric investment solutions in the mass affluent market. Your responsibilities will include driving business development and facilitating client relationships through outbound communication and community involvement. Your expertise will foster trust and ensure compliance with financial regulations.
Key Responsibilities:
• Execute business development strategies for client acquisition
• Provide tailored investment solutions based on needs analysis




• Engage in local skilled and community activities
• Manage a marketing budget to support client outreach
• Conduct educational seminars to strengthen community ties
Requirements:
• Minimum 3 years of investment sales experience
• Current mutual-fund certification required
• Hold a PFP or CFP designation
• Demonstrated networking and client acquisition skills
• Valid driver's license with vehicle access
Utilize your financial expertise and community connections to thrive in this energetic role at Scotiabank.
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📌 Financial Planner With Scotiabank Powell River
🏢 Scotiabank
📍 Powell River