Elevate your career as a Financial Planner with Scotiabank in White Rock, British Columbia. Focus on building relationships and providing high-quality investment advice while managing your schedule flexibly.

The Financial Planner role, part of Scotiabank's Global Asset Management Division, prioritizes client relationships within the mass affluent market. You'll leverage external networks to cultivate recent and long-term client relationships, ensuring their investment and financial planning needs are met effectively. The position involves a significant focus on driving sales and adhering to compliance standards, setting you up for success.

Key Responsibilities:
• Execute business development plans for clients and prospects
• Provide client-focused investment solutions via planning frameworks




• Conduct outbound communications to maintain client relationships
• Participate in community events to expand your network
• Deliver community financial seminars to attract prospects

Requirements:
• Minimum 3 years in financial planning and investment sales
• Mutual funds certification in good standing
• Personal Financial Planning or Certified Financial Planner designation
• Proven interpersonal skills and networking experience
• Valid driver's license for client meetings

Bring your entrepreneurial spirit and extensive financial knowledge to deliver exceptional client service at Scotiabank in White Rock.
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📌 Financial Planner Role in White Rock (British Columbia)
🏢 Scotiabank
📍 British Columbia