Join Scotiabank as a Financial Planner to create impactful relationships with mass affluent clients. Benefit from a flexible, entrepreneurial environment that allows you to thrive.

This Financial

Planner role focuses on both client outreach and relationship-building within Scotiabank. You’ll develop personalized financial strategies and guide clients through their financial journeys using Scotiabank’s comprehensive resources. The position allows for flexibility in meeting clients where they are, driving your success through tailored advice. Key Responsibilities:

- Drive investment sales and acquire new clients
- Engage with existing clients for relationship enhancement
- Provide customized investment solutions and advice
- Conduct proactive communications with prospects
- Facilitate community events to enhance local engagement Requirements:
- Minimum 3 years of financial planning experience
- Mutual fund certification in valuable standing
- Completed either PFP® or CFP® designation
- Demonstrated networking and client engagement skills
- Valid driver’s license needed for mobility Achieve your career ambitions while helping clients secure their financial futures at Scotiabank.

📌 Expert Financial Planner at Scotiabank (Oakville)
🏢 Scotiabank
📍 Oakville