Build mass affluent client relationships as a Financial Planner in London, Ontario, using financial planning and investment sales expertise. This mobile role requires frequent travel.
At Scotiabank, you will provide personalized investment and financial planning advice while developing new and long-term relationships. The work combines proactive outreach, business development, client acquisition, and tailored guidance. You will support external prospects and existing clients through Scotiabank’s network and resources.
Key Responsibilities: Drive investment sales and acquire recent clients
Develop business opportunities within the assigned market area
Conduct proactive outreach and complimentary needs analyses
Build partnerships across Scotiabank’s branch network
Participate in community events and financial seminars
Requirements: Three years of financial planning and investment sales experience
Current mutual fund certification meeting CIRO licensing requirements
Personal Financial Planning or Certified Financial Planner designation
Proven networking, acquisition, and Centre of Influence skills
Valid driver’s license and access to a vehicle
Apply financial planning, investment sales, networking, and client acquisition skills to grow Scotiabank relationships in London.