Become a Mobile Financial Planner with Scotiabank, delivering personalized investment advice across British Columbia. Focus on client relationships in a versatile 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 cooperative 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