Join Scotiabank as a Financial Planner, specializing in investment strategies and client relationship building. This versatile, mobile role allows you to meet clients on your terms while creating personalized financial plans.

In this Financial Planner position, you will operate within key Ontario areas like Mississauga and Oakville, enhancing client interactions through comprehensive financial planning. Your entrepreneurial drive will empower you to cultivate relationships that lead to successful investment outcomes. As a trusted advisor, your proactive outreach will bring clients the financial clarity they seek.

Key Responsibilities:
• Implement business development strategies for clients
• Conduct outbound communications to engage potential clients




• Participate in community events to expand networks
• Deliver tailored investment solutions aligned with client needs
• Collaborate with Scotiabank resources for enhanced client service

Requirements:
• 3 years of experience in financial planning required
• Must hold mutual fund and CIRO licenses
• Certification in Personal Financial Planning or CFP
• Proven client acquisition and networking capabilities
• Must possess a valid driver's license

Utilize your financial expertise and networking skills to shape client success stories at Scotiabank.
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📌 Investment-Focused Financial Planner Role (Ontario)
🏢 Scotiabank
📍 Ontario