Advance your career as an Investment-Focused Financial Planner with Scotiabank in Etobicoke, Ontario. Develop strong client relationships and provide expert financial planning tailored to individual goals within a adaptable work environment. In this mobile role, you will focus on cultivating recent business within the mass affluent market.

Your financial planning expertise will help drive investment sales while adhering to Global Sales Principles. Creating community connections and outreach will further enhance your business opportunities and client conversions. Key Responsibilities:
Drive business development for recent prospects and clients
Create customized financial solutions for clients
Maintain proactive communication to nurture client relations




Engage in community initiatives and financial seminars
Network with investment specialists to foster collaborations Requirements:
3+ years in financial planning and investment sales
Certification for mutual funds or CFP designation
Proven networking and client acquisition abilities
Entrepreneurial spirit to work independently
Driver’s license and vehicle for client meetings Join Scotiabank and leverage your financial planning skills to create lasting relationships and drive significant growth.

📌 Investment Focused Financial Planner Position Toronto
🏢 Scotiabank
📍 Toronto