Elevate your career with Scotiabank as a Financial Planner in Brampton, ON. Engage with clients to provide tailored investment advice and unlock their financial potential through proactive outreach.
Scotiabank is searching for a Financial Planner focused on deepening relationships with mass affluent clients. The ideal candidate will utilize their financial planning expertise to drive investment sales and establish new client connections. This role empowers personal growth, allowing flexibility in client meetings to foster deep connections and deliver exemplary service.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Conduct comprehensive needs analysis for clients
• Establish business development opportunities in the market




• Participate in local professional community events
• Build robust partnerships within Scotiabank's branch network
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund certification and CIRO compliance
• Completed Personal Financial Planning or CFP designation
• Proven networking and client acquisition skills
• Valid driver's license for client meetings
Leverage your financial expertise to create meaningful connections and drive opportunities within Scotiabank's vibrant culture.
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📌 Financial Planner with Scotiabank (Brampton)
🏢 Scotiabank
📍 Brampton