Join Scotiabank as a Financial Planner in Surrey, British Columbia, where you will provide tailored investment advice and deepen client relationships in a flexible work environment.

In this dynamic role, you'll be part of the Scotia Financial Planning team, fostering relationships within the mass affluent market. Focused on both business development and client-centric solutions, you'll utilize your skills to enhance client satisfaction and promote sustainable growth. Your entrepreneurial mindset will drive your success as you meet clients on your own schedule and adhere to regulatory requirements.

Key Responsibilities:
• Drive business development for existing and prospective clients
• Deliver investment solutions with a strong planning framework




• Engage in proactive communications with clients and prospects
• Participate in local qualified and community networking
• Conduct financial seminars to build your market profile

Requirements:
• At least 3 years of experience in financial planning
• Accredited for mutual fund licensing
• Completed Personal Financial Planning or CFP designation
• Excellent networking and client acquisition skills
• Access to a vehicle for client visits

Utilize your financial expertise to create impactful client relationships at Scotiabank in Surrey.
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📌 Scotiabank Financial Planner Surrey (British Columbia)
🏢 Scotiabank
📍 British Columbia