Join Scotiabank as a Financial Planner, where you will provide personalized investment advice and exceptional service in a agile, client-focused environment. Tailor your schedule to meet clients flexibly.

In this role as part of the Scotia Financial Planning team, you will leverage your expertise to cultivate relationships in the mass affluent market. You will focus on new client acquisition, business development, and community engagement, all while adhering to compliance and regulatory standards.

Key Responsibilities: • Drive business growth through strategic planning and client outreach • Offer tailored investment solutions to clients • Conduct community seminars to attract prospects • Engage with local industry specialists to expand your network • Manage a small marketing budget for promotional activities

Requirements: • Minimum of 3 years in financial planning and investment sales • Valid MFDA certification and licensing • PFP® or CFP® designation completed • Excellent interpersonal and networking skills • Accessible vehicle for client meetings

Bring your commitment to client success, investment acumen, and entrepreneurial mindset to Scotiabank's Financial Planning team. #J-18808-Ljbffr

📌 Scotiabank Financial Planner Opportunity (Winnipeg)
🏢 Scotiabank
📍 Winnipeg