Elevate client relationships at Scotiabank as a Financial Planner, focusing on investment advice and personalized financial planning. This mobile role offers flexibility and entrepreneurial opportunities to empower diverse clients.
As a Financial Planner at Scotiabank, you will serve clients across Ontario, including Burlington, Milton, Mississauga, and Oakville. This position emphasizes proactive outreach and deepening relationships to achieve client financial goals. Your expertise in financial planning will shape positive outcomes for both external and internal clients.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Establish business development opportunities in your market
• Conduct tailored needs analysis for diverse financial statements




• Build community networks through local events and sessions
• Provide exceptional client-centric investment solutions
Requirements:
• Minimum 3 years in financial planning and investment sales
• Mutual fund certification and CIRO licensing required
• Personal Financial Planning (PFP) or CFP designation
• Robust networking and interpersonal skills
• Valid driver's license and access to a vehicle
Leverage your expertise in investment sales and financial advice to build lasting client relationships at Scotiabank today.
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📌 Financial Planner in Ontario Regions (Burlington)
🏢 Scotiabank
📍 Burlington