Job Overview
Requisition ID: 259915
Location: Canada, British Columbia, Powell River

As a Financial Planner in the Scotia Financial Planning team (formerly Investment Specialist) within Global Asset Management, you will develop client relationships and provide high‑quality investment and financial planning advice in the mass affluent market.

You will drive investment sales and recent client acquisition, adhering to Global Sales Principles and regulatory requirements, while building opportunities within the assigned market area.

Responsibilities

Business Development: Execute business development plans for prospects and existing clients, identify opportunities and facilitate investment solutions or referrals.

Client‑Centric: Provide client‑centric investment solutions, conduct outbound communications, and conduct needs analysis across financial statements.

Community Involvement: Participate in local professional and community events, deliver financial seminars, network with industry specialists, and manage a small marketing budget.

Qualifications

3+ years of experience in financial planning and investment sales.

Current mutual‑fund certification and meet MFDA licensing requirements.

Completed a Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.

Proven networking and client acquisition skills with Centres of Influence (COI).

Self‑motivated, goal‑oriented,



and able to work independently with minimal supervision and as part of a team.

Comprehensive knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.

Valid driver’s license and access to a vehicle for client visits.

Benefits

Entrepreneurial culture and freedom to develop your career.

Fast‑paced, flexible work environment with ability to set your own hours and meet clients conveniently.

Compensation structure that rewards growth and client base maintenance.

Access to leading‑edge resources: marketing support, mobile technology, CRM, portfolio and financial planning software.

Long‑lasting client relationships through exceptional advice and service.

Partnership with branches and Scotia Global Asset Management.

Culture that promotes diversity, respect, and inclusion.

Other Information

Compensation structure base plus variable pay; role requires frequent travel.

About Scotiabank
Scotiabank is a leading bank in the Americas, guided by its purpose “for every future”. We help customers, families and communities achieve success across a broad range of products and services.

Scotiabank values unique skills and experiences and is committed to creating and maintaining an inclusive and accessible environment for everyone.

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📌 Financial Planner, Scotia Financial Planning - Powell River (British Columbia)
🏢 Scotiabank
📍 British Columbia