Build mass affluent client relationships as a Financial Planner in London, Ontario, using investment sales and financial planning expertise. Frequent travel is required.
Scotiabank seeks a Financial Planner to deliver personalized advice and service. This mobile role develops external and internal relationships through proactive outreach, networking, and tailored investment solutions. You will grow proprietary investment business while following Global Sales Principles, compliance, and regulatory requirements.
Key Responsibilities: Drive investment sales and recent client acquisition
Develop business opportunities within the assigned market area
Conduct proactive outreach and complimentary needs analysis
Build partnerships across Scotiabank’s branch network
Participate in community events and financial seminars
Requirements: Three years’ financial planning and investment sales experience
Current mutual fund certification meeting CIRO licensing requirements
Personal Financial Planning or Certified Financial Planner designation
Networking, client acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Use financial planning, investment sales, and networking skills to expand Scotiabank client relationships throughout London’s assigned market area.