Mobile Financial Planner with Scotiabank (Burlington)

Mobile Financial Planner with Scotiabank (Burlington)

06 Sep
|
Scotiabank
|
Burlington

06 Sep

Scotiabank

Burlington

Shape financial futures as a mobile Financial Planner with Scotiabank, specializing in personalized client service and investment planning. Enjoy flexible schedule tailored to meet client needs. This role seeks a proactive Financial Planner dedicated to expanding Scotiabank’s client base in Ontario, including locations like Burlington and Milton.

As a Financial Planner, your focus will be on establishing and enhancing relationships while providing expert financial guidance. Drive new client acquisition while ensuring compliance

- Conduct proactive outreach to build client connections
- Engage in community events to grow professional networks
- Provide customized financial planning and investment solutions
- At least 3 years of relevant experience required
- Excellent interpersonal and networking skills
- Bring your passion for financial planning and client relationships to Scotiabank's high-performing culture.

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📌 Mobile Financial Planner with Scotiabank (Burlington)
🏢 Scotiabank
📍 Burlington

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