Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a versatile, mobile work workplace. As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market.

You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence. Key Responsibilities:
Execute tailored business development strategies for clients
Deliver client-centric financial solutions and analyses
Participate in local events and conduct financial seminars




Accomplish investment sales targets and client acquisition goals
Adhere to all compliance guidelines and regulations Requirements:
At least 3 years in financial planning and investment sales
Valid mutual funds certification and MFDA licensing
PFP® or CFP® designation is required
Demonstrated networking skills and entrepreneurial spirit
Valid driver's license and access to a vehicle Make a significant impact in clients' financial futures while advancing your career in a supportive setting.

📌 Scotia Financial Planner Opportunity Penticton (Canada)
🏢 Scotiabank
📍 Canada