Shape your career as a Financial Planner at Scotiabank in Toronto, Ontario. Provide exceptional financial planning services to affluent clients while enjoying flexibility in your role.

As a Financial Planner, your primary focus will be on fostering relationships and delivering customized financial advice. This mobile position allows you to meet clients in various locations while implementing business development strategies. Collaborating with Scotiabank branches enables you to offer comprehensive financial solutions to clients.

Key Responsibilities:
• Generate investment sales and acquire recent clientele
• Execute strategic business development plans
• Conduct ongoing outreach to maintain client relations




• Participate in professional and local community activities
• Provide detailed financial solution consultations

Requirements:
• At least 3 years of experience in financial planning
• Mutual fund certification along with CIRO requirements
• Completion of the PFP® or CFP® designations
• Excellent networking and interpersonal capabilities
• Must have a driver's license for client meetings

Use your financial planning acumen to support clients in achieving their goals at Scotiabank in Toronto.
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📌 Toronto Financial Planner Role at Scotiabank (Ontario)
🏢 Scotiabank
📍 Ontario