Scotiabank Financial Planners in London develop investment relationships through personalized advice, proactive outreach, and financial planning. This mobile role requires frequent travel.
As a Financial Planner, you deepen mass affluent client relationships and grow proprietary investment business. You provide client-centric solutions through a financial planning framework, support current client acquisition, and build internal and external networks. The role includes working with prospects, existing clients, branch partners, and investment industry specialists.
Key Responsibilities: Drive investment sales and new client acquisition
Execute business development plans for mass affluent clients
Conduct proactive outreach and complimentary needs analyses




Build Centres of Influence and community relationships
Deliver financial seminars and community information sessions
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
Networking, acquisition, interpersonal, and entrepreneurial skills
Valid driver’s license and access to a vehicle
Bring financial planning, investment sales, and relationship-building expertise to Scotiabank’s mobile London practice.

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📌 Financial Planner Investment Advisor (Ontario)
🏢 Scotiabank
📍 Ontario