Shape your future with Scotiabank as a Financial Planner based in Downtown Vancouver. Focus on enriching client relationships and providing expert financial advice through community engagement and tailored solutions.

As a Financial Planner, you will initiate proactive outreach to both internal and external clients, emphasizing the unique value of expert financial planning. Your role includes driving business development, enhancing relationships within the existing client base, and expanding your network through community involvement. Flexibility allows you to meet clients on their terms in various settings.

Key Responsibilities:
• Engage in proactive client outreach to potential clients
• Identify business development opportunities and implement investment solutions




• Deliver financial solutions aligned with Global Sales Principles
• Conduct needs analysis on client financial statements
• Network with community professionals during events

Requirements:
• Minimum of 3 years in financial planning and investment sales
• Accreditation for mutual funds and CIRO licensing
• Successful completion of PFP or CFP designations
• Robust client acquisition and networking abilities
• Ability to travel within the assigned district

Utilize your financial expertise to make a difference for clients at Scotiabank.
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📌 Scotiabank Financial Planner Role (British Columbia)
🏢 Scotiabank
📍 British Columbia