Become a Financial Planner at Scotiabank located in Mississauga, where you’ll foster client relationships while providing exceptional financial advice. Focus on enhancing the investment strategies for the mass affluent market.
In this role at Scotia Financial Planning, you’ll be accountable for developing new client opportunities through a relationship-driven approach. Through proactive outreach and networking, you will provide personalized financial solutions and participate in local community events to promote financial literacy. Your goal is to enhance client experiences and ensure compliance with regulatory requirements.
Key Responsibilities:
• Execute strategies for business development among affluent clients
• Align financial solutions with client-centric needs




• Conduct proactive outreach to expand client base
• Participate in community financial seminars and events
• Ensure compliance with market regulations and standards
Requirements:
• At least 3 years of experience in financial planning
• Certification as a Mutual Funds Qualified
• Completion of PFP® or CFP® designation
• Strong interpersonal skills and networking capability
• Valid driver’s license and vehicle access
Utilize your skills in financial planning to create lasting client partnerships at Scotiabank in Mississauga.
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📌 Financial Planner Role with Scotiabank (Mississauga)
🏢 Scotiabank
📍 Mississauga