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.

📌 Virtual Financial Planner at Scotiabank (Terrace)
🏢 Scotiabank
📍 Terrace