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 collaborative 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 current 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.
📌 Mobile Financial Planner with Scotiabank (White Rock)
🏢 Scotiabank
📍 White Rock
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