Explore various Financial Planner positions with Scotiabank in British Columbia. Focus on client relationships and investment advising in a versatile virtual environment.

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 solid 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 clients
Deliver client-centric financial solutions through a structured framework
Participate in local qualified events to expand network




Conduct proactive outreach and needs analysis for prospects
Manage a marketing budget to enhance visibility

Requirements:
3+ years of financial planning and investment sales experience
Mutual funds certification required
PFP® or CFP® designation is mandatory
Proven networking and client acquisition skills
Valid driver’s license to meet clients within the region

Bring your expertise in financial advising to Scotiabank, helping clients achieve their goals while enjoying independence in your work.
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📌 Financial Planner Opportunities With Scotiabank Vancouver (Canada)
🏢 Scotiabank
📍 Canada