Make a difference as a Financial Planner at Scotiabank, specializing in mass affluent client services. Enjoy a flexible schedule while delivering exceptional financial planning advice tailored to client needs.

In this client-focused role, you will deepen relationships and drive investment sales for both new prospects and existing clients. Leveraging Scotiabank's resources, you will conduct outreach through meaningful conversations to empower clients in their financial journeys. By networking effectively within the community, you'll position yourself as a trusted advisor in your market.

Key Responsibilities:



• Build recent client relationships and drive investment sales • Identify business development opportunities in your area • Provide tailored investment solutions aligned with client needs • Conduct proactive outreach and follow-up communications • Actively participate in local community events

Requirements: • 3 years of experience in financial planning • Must hold mutual fund certification and CIRO compliance • PFP® or CFP® designation completed • Strong networking and interpersonal abilities • Access to a vehicle for client meetings

Deliver exceptional financial services while growing your career at Scotiabank. #J-18808-Ljbffr

📌 Scotiabank Financial Planning Role (Winnipeg)
🏢 Scotiabank
📍 Winnipeg