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 new 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 current 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.

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