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 cooperative 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 • Strong 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. #J-18808-Ljbffr

📌 Mobile Financial Planner with Scotiabank (Surrey)
🏢 Scotiabank
📍 Surrey