Financial planning and investment sales define this mobile Ottawa prospect with Scotiabank. Build relationships through personalized advice and proactive outreach.

As a Financial Planner, you will deepen mass affluent client relationships through high-quality advice and service. You will develop external and internal networks, identify business opportunities, and support sustainable investment growth. Your work follows a comprehensive financial planning framework and Global Sales Principles.

Key Responsibilities:

- Drive investment sales and acquire new clients
- Develop prospects and client opportunities within assigned markets
- Execute business development plans for mass affluent clients
- Provide client-centric investment solutions and needs analysis




- Participate in community events and financial seminars

Requirements:

- Three years of financial planning and investment sales experience
- Current mutual fund certification and CIRO accreditation
- Personal Financial Planning or Certified Financial Planner designation
- Networking, acquisition, interpersonal, and Centre of Influence skills
- Valid driver’s licence and access to a vehicle

Apply financial planning, investment sales, networking, and client acquisition expertise while serving Scotiabank clients throughout Ottawa.

📌 Financial Planner Investment Sales Ottawa
🏢 Scotiabank
📍 Ottawa