Elevate your career with Scotiabank as a Virtual Financial Planner, focusing on investment solutions and client relationships in Ontario's mass affluent market. Enjoy flexibility in scheduling client meetings.

In this role, you will build and deepen connections with clients while providing high-quality financial planning advice. As a solution-oriented entrepreneur, you'll leverage your networks to drive recent client acquisition and ensure client satisfaction. Embrace the dynamic Scotiabank culture, dedicated to delivering results and fostering inclusivity.

Key Responsibilities:
• Execute business development plans for prospects and clients
• Provide client-centric investment solutions and financial planning
• Conduct outreach and proactive communications to prospects




• Participate in community events to expand your network
• Deliver information sessions and financial seminars

Requirements:
• 3 years of financial planning and investment sales experience
• Mutual funds certification and compliance with MFDA
• Completed Personal Financial Planning (PFP®) or CFP® designation
• Proven networking and client acquisition skills
• Valid driver's license and access to a vehicle

Utilize your expertise to provide tailored financial advice and cultivate meaningful client relationships with Scotiabank.
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📌 Remote Financial Planner at Scotiabank (New Brunswick)
🏢 Scotiabank
📍 New Brunswick