Drive your career forward as a Lead Financial Planner with Scotiabank, dedicated to developing investment strategies for the mass affluent market. Enjoy a versatile working environment tailored to client needs.
You will serve as a vital member of the Scotia Financial Planning team, focusing on fostering client relationships and implementing financial strategies tailored to individual goals. Drawing on your 3 years of experience in financial planning, you will engage clients in meaningful ways through community involvement and industry networking. This role adheres to strict compliance guidelines while embracing an entrepreneurial spirit.
Key Responsibilities:
• Identify and develop business opportunities in the affluent market
• Implement customized financial planning solutions for clients




• Actively network within the community and industry
• Conduct comprehensive needs analysis for prospective clients
• Oversee marketing efforts within a designated budget
Requirements:
• 3 years in financial planning and investment sales required
• Must hold mutual funds professional designation with MFDA
• Completed PFP® or CFP® certification
• Excellent skills in networking and client management
• Valid driver's license and vehicle access
Transform client experiences and unlock your potential in financial planning with Scotiabank.
#J-18808-Ljbffr

📌 Lead Financial Planner at Scotiabank (Vaughan)
🏢 Scotiabank
📍 Vaughan