Drive financial success as a Financial Planner at Scotiabank in Ottawa. Cultivate valuable client relationships and provide tailored investment advice in a adaptable work environment.
In this impactful role, you will enhance mass affluent client relationships by delivering high-quality financial planning services. With a strong entrepreneurial spirit, you’ll build connections within and outside the Scotiabank network. Your goal is to guide clients in achieving their financial objectives through proactive outreach and personalized advice.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Establish business development opportunities with prospects




• Provide client-centric investment solutions using a financial planning framework
• Participate in local professional and community events
• Conduct needs analysis across various financial statements
Requirements:
• 3 years of experience in financial planning and sales
• Mutual fund certification and good standing with CIRO
• PFP® or CFP® designation completed
• Proven networking and interpersonal skills
• Valid driver's license and access to a vehicle
Leverage your financial expertise to empower clients at Scotiabank in Ottawa.
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📌 Financial Planner at Scotiabank Ottawa
🏢 Scotiabank
📍 Ottawa