Drive your career forward as a Lead Financial Planner with Scotiabank, dedicated to developing investment strategies for the mass affluent market. Enjoy a flexible 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 marketImplement customized financial planning solutions for clientsActively network within the community and industryConduct comprehensive needs analysis for prospective clientsOversee marketing efforts within a designated budgetRequirements:3 years in financial planning and investment sales requiredMust hold mutual funds skilled designation with MFDACompleted PFP® or CFP® certificationExcellent skills in networking and client managementValid driver's license and vehicle accessTransform client experiences and unlock your potential in financial planning with Scotiabank.

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