Explore various Financial Planner positions with Scotiabank in British Columbia. Focus on client relationships and investment advising in a flexible 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 professional 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.

📌 Financial Planner Opportunities with Scotiabank (Moncton)
🏢 Scotiabank
📍 Moncton