Explore various Financial Planner positions with Scotiabank in British Columbia. Focus on client relationships and investment advising in a flexible virtual workplace.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 clientsDeliver client-centric financial solutions through a structured frameworkParticipate in local professional events to expand networkConduct proactive outreach and needs analysis for prospectsManage a marketing budget to enhance visibilityRequirements:3+ years of financial planning and investment sales experienceMutual funds certification requiredPFP® or CFP® designation is mandatoryProven networking and client acquisition skillsValid driver's license to meet clients within the regionBring your expertise in financial advising to Scotiabank, helping clients achieve their goals while enjoying independence in your work.

📌 Financial Planner Opportunities With Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City