Build investment sales through financial planning expertise as a Financial Planner in Mississauga, with frequent travel and client meetings beyond the office.
Scotiabank’s Financial Planner develops relationships across the mass affluent market through high-quality advice and service. The work combines investment solutions, client acquisition, financial planning, and business development. You will operate within Global Sales Principles while meeting compliance and regulatory requirements.
Key Responsibilities:
Execute business development plans for prospects and existing clients
Provide investment solutions through a financial planning framework
Conduct proactive calling and complimentary needs analyses
Participate in qualified events, associations,
and community sessions
Build market profile and maintain Centres of Influence
Requirements:
Three years of financial planning and investment sales experience
Current mutual funds accreditation and MFDA licensing standing
Personal Financial Planning or Certified Financial Planner designation
Proven networking, acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Apply financial planning, investment sales, and relationship-building skills to grow Scotiabank’s client practice in Mississauga.