Join Scotiabank as a Financial Planner in Toronto, Ontario, where you can optimize client financial journeys. Engage with mass affluent clients to provide exceptional financial advice and build lasting relationships.
Your role as a Financial Planner will focus on establishing connections and delivering tailored financial planning services. This position emphasizes business development and client outreach, allowing you flexibility in managing your schedule. You will work collaboratively within the bank to leverage available resources for client success.
Key Responsibilities:
• Increase investment sales while following regulatory guidelines
• Identify business development opportunities in the market
• Engage in proactive client communications and outreach




• Attend community events to strengthen market visibility
• Deliver comprehensive financial needs analysis for clients
Requirements:
• 3+ years in financial planning or investment sales
• Current mutual fund certification and CIRO compliance
• Achieved PFP® or CFP® designation
• Proven ability to network and acquire clients
• Access to a vehicle for client appointments
Leverage your skills in financial planning to enhance client relationships and achieve success at Scotiabank in Toronto.
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📌 Scotiabank Financial Planner - Toronto
🏢 Scotiabank
📍 Toronto