Elevate client financial journeys as a Virtual Financial Planner with Scotiabank in British Columbia. Focus on building solid relationships and providing tailored investment advice across diverse communities.

As a Virtual Financial Planner, you will cultivate relationships and offer quality financial advice to mass affluent clients. Emphasizing client-centric solutions, you will enhance existing Scotiabank relationships and connect with potential clients through proactive outreach. Your role includes business development and participation in community events, all within a flexible and empowering work culture.

Key Responsibilities:
• Engage in proactive client outreach for financial planning
• Drive investment sales and client acquisition strategies
• Collaborate with internal teams for holistic client solutions




• Conduct needs analysis and provide tailored investment advice
• Organize community seminars to expand networking opportunities

Requirements:
• Minimum 3 years in financial planning and investment sales
• Certified Professional Financial Planner (CFP®) or Personal Financial Planning (PFP®) designation
• Strong networking and client acquisition skills
• Knowledge of market trends and regulatory environment
• Valid driver’s license and access to a vehicle

Build impactful client relationships while operating in an inclusive and flexible environment at Scotiabank.
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📌 Virtual Financial Planner at Scotiabank (British Columbia)
🏢 Scotiabank
📍 British Columbia