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 setting 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 skilled 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.

📌 Lead Financial Planner At Scotiabank Vaughan
🏢 Scotiabank
📍 Vaughan