Explore various Financial Planner positions with Scotiabank in British Columbia. Focus on client relationships and investment advising in a flexible virtual environment. As a Virtual Financial Planner, you'll leverage your entrepreneurial mindset to deepen client relationships and provide tailored investment solutions within the mass affluent market.
With a strong emphasis on building long-term connections, you will drive business development initiatives while adhering to compliance and regulatory standards. Key Responsibilities:
- Execute business development plans for clients
- Deliver client-centric financial solutions through a structured framework
- Participate in local qualified events to expand network
- Conduct proactive outreach and needs analysis for prospects
- Manage a marketing budget to enhance visibility
Requirements:
- 3+ years of financial planning and investment sales experience
- Mutual funds certification required
- PFP® or CFP® designation is mandatory
- Proven networking and client acquisition skills
- Valid driver’s license to meet clients within the region
Bring your expertise in financial advising to Scotiabank, helping clients achieve their goals while enjoying independence in your work.