Vancouver Financial Planner at Scotiabank (British Columbia)

Vancouver Financial Planner at Scotiabank (British Columbia)

05 Sep
|
Scotiabank
|
British Columbia

05 Sep

Scotiabank

British Columbia

Join Scotiabank's mission in Vancouver as a Financial Planner, where your advice will empower clients to reach their financial goals. This role emphasizes building long-term relationships through exceptional service and tailored financial planning.

You will be dedicated to the financial success of both new and existing clients by providing comprehensive investment solutions. Your proactive engagement with the community and networking initiatives will play a crucial role in expanding your client base. The flexible work schedule enables you to connect with clients in a way that works best for them, reinforcing trust and rapport.

Key Responsibilities:
• Drive recent client acquisition and investment sales
• Establish successful business development opportunities




• Offer personalized investment advice through planned outreach
• Participate in community seminars to grow your network
• Maintain collaboration with internal teams for client service

Requirements:
• 3 years of experience in investment sales and financial planning
• Certified mutual fund professional meeting CIRO requirements
• Completion of the PFP or CFP designation
• Proven ability to build client relationships
• Valid driving license and vehicle access

Empower financial success for your clients while enhancing your career with Scotiabank in Vancouver.
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📌 Vancouver Financial Planner at Scotiabank (British Columbia)
🏢 Scotiabank
📍 British Columbia

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