Become a Mobile Financial Planner with Scotiabank, delivering personalized investment advice across British Columbia. Focus on client relationships in a flexible work setup that suits you and your clients.

This role is designed for dedicated professionals who prioritize a strong client-centric approach within the mass affluent market. As a member of the Scotia Financial Planning team, you will engage in business development and provide tailored financial planning solutions. The role requires a collaborative spirit to maximize both client satisfaction and business success through established compliance protocols.

Key Responsibilities:
• Implement business development strategies for the mass affluent market
• Provide customized investment solutions within a financial framework




• Conduct proactive outreach to potential clients
• Engage in local networking and industry events
• Host seminars to educate and attract new prospects

Requirements:
• 3+ years in financial planning and investments
• Current mutual funds certification
• PFP or CFP designation completed
• Solid networking capabilities
• Valid driver’s license for client meetings

Leverage your entrepreneurial skills and financial knowledge to excel with Scotiabank as a Mobile Financial Planner.
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📌 Mobile Financial Planner with Scotiabank (British Columbia)
🏢 Scotiabank
📍 British Columbia