Enhance your career as a Financial Planner with Scotiabank in Newmarket, Ontario, where you will provide high-quality financial advice and build strong client relationships. Enjoy the autonomy of a mobile work schedule.

As part of the Scotia Financial Planning team, this role involves deepening client connections and driving significant investment sales. Your entrepreneurial mindset will help you identify recent business opportunities while providing client-centric solutions. Leverage community engagement to strengthen your local presence.

Key Responsibilities:
• Promote proprietary investment services to clients and prospects
• Create tailored financial solutions using a comprehensive planning framework
• Engage in local professional networks and community events




• Conduct needs analysis for current and potential clients
• Maintain active communication with clients to foster relationships

Requirements:
• At least 3 years of experience in financial planning
• MFDA certified and possess PFP® or CFP® designations
• Strong client acquisition and networking skills
• Experience working independently and collaboratively
• Valid driver’s license with vehicle access

Apply your financial planning skills within an inclusive culture at Scotiabank, focused on client success.
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📌 Investment-Focused Financial Planner Role (Ontario)
🏢 Scotiabank
📍 Ontario