Elevate your career as a Financial Planner with Scotiabank, focusing on mass affluent clients. Deliver top-tier financial advice while enjoying a flexible work environment tailored to your schedule.

This role is perfect for an experienced Financial Planner ready to deepen client relationships and drive investment sales. You'll proactively engage both external and internal clients, providing tailored guidance that empowers them to achieve their financial objectives. Your efforts will play a vital role in building a solid client network, leveraging Scotiabank's extensive resources.

Key Responsibilities:
• Drive recent client acquisition and investment sales
• Execute business development plans for affluent prospects




• Provide personalized financial planning solutions
• Conduct outbound communications for client engagement
• Participate in community events to boost networking efforts

Requirements:
• At least 3 years of financial planning experience
• Certified in mutual funds with CIRO compliance
• Completed PFP® or CFP® designation
• Proven networking and interpersonal skills
• Valid driver's license and access to a vehicle

Shape your clients’ financial futures with Scotiabank’s innovative resources and a supportive culture.
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📌 Financial Planner at Scotiabank (Ontario)
🏢 Scotiabank
📍 Ontario