Advance your career as an Investment-Focused Financial Planner with Scotiabank in Etobicoke, Ontario. Develop strong client relationships and provide expert financial planning tailored to individual goals within a flexible work environment.

In this mobile role, you will focus on cultivating recent business within the mass affluent market. Your financial planning expertise will help drive investment sales while adhering to Global Sales Principles. Creating community connections and outreach will further enhance your business opportunities and client conversions.

Key Responsibilities:
• Drive business development for new prospects and clients
• Create customized financial solutions for clients
• Maintain proactive communication to nurture client relations




• Engage in community initiatives and financial seminars
• Network with investment specialists to foster collaborations

Requirements:
• 3+ years in financial planning and investment sales
• Certification for mutual funds or CFP designation
• Proven networking and client acquisition abilities
• Entrepreneurial spirit to work independently
• Driver’s license and vehicle for client meetings

Join Scotiabank and leverage your financial planning skills to create lasting relationships and drive significant growth.
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📌 Investment-Focused Financial Planner Position (Ontario)
🏢 Scotiabank
📍 Ontario