Make an impact in the financial services industry as a Financial Planner with Scotiabank. Engage with mass affluent clients while delivering bespoke financial strategies. As part of the rebranded Scotia Financial Planning team, you will excel in acquiring recent clients and maximizing investment sales.

Your role features flexibility in meeting clients in various locations, enhancing the personal touch essential for building lasting relationships. You’re encouraged to leverage local community events and your qualified network to boost visibility and opportunities. Key Responsibilities:
Implement business development strategies for affluent markets
Deliver client-focused investment planning solutions
Actively network within the community for business growth
Conduct comprehensive analyses of client finances
Maintain ongoing communication with potential clients Requirements:
At least three years in financial planning roles
Accredited with MFDA and mutual funds certification
Completed CFP® or PFP® designation
Proven ability to build client relationships
Valid driver's license for travel to client sites Drive investment success and establish your practice under Scotiabank's renowned support.

📌 Investment Sales Financial Planner Role Windsor (Canada)
🏢 Scotiabank
📍 Canada