Join Scotiabank as a Mobile Financial Planner, providing tailored financial advice in the dynamic mass affluent market. Flexibility is key as you meet clients according to their schedules.

This role focuses on developing long-term client relationships through a structured financial planning framework. You will drive investment sales and identify recent business opportunities while participating actively in community networking events. Your entrepreneurial approach will be crucial for achieving success in this impactful position.

Key Responsibilities:
• Develop and execute business plans for the assigned market
• Deliver personalized investment solutions within financial planning guidelines
• Maintain proactive communication with prospects and existing clients




• Attend community events to enhance visibility and create opportunities
• Manage independent marketing activities effectively

Requirements:
• At least 3 years of experience in financial planning and investment sales
• Certification under mutual funds and compliance with licensing regulations
• Acquired Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®)
• Skilled in building client relationships and networks
• A valid driver’s license and access to transport for client meetings

Maximize your skills and independence in your financial career at Scotiabank as a Mobile Financial Planner.
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📌 Mobile Financial Planner with Scotiabank (Alberta)
🏢 Scotiabank
📍 Alberta