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.

📌 Financial Planner Investment Sales London
🏢 Scotiabank
📍 London