Enhance your career as a Financial Planner with Scotiabank, focusing on client relationships and financial advice to achieve their unique goals. This role offers flexibility across multiple Ontario locations.As a Financial Planner, you will engage with mass affluent clients, providing proactive financial planning and investment solutions tailored to their needs. You will establish lasting relationships within the community and work closely with Scotiabank resources to ensure clients experience the best service possible. Your entrepreneurial spirit will flourish in this supportive setting.Key Responsibilities:Drive investment sales and client acquisition effortsExecute comprehensive financial planning strategiesConduct needs assessments and outreach communicationsParticipate in community outreach and seminarsCollaborate with team members for seamless serviceRequirements:3 years in financial planning and investment salesMutual fund certification and CIRO licensing requiredPFP® or CFP® designation preferredProven ability in networking and relationship buildingAccess to a vehicle and valid driver's licenseSupport clients in achieving financial success as a Financial Planner with Scotiabank.

📌 Scotiabank Financial Planner Role (Whitby)
🏢 Scotiabank
📍 Whitby