Financial Planners in Fort St. John deliver investment advice, financial planning, and client service while building relationships across the mass affluent market.

Scotiabank’s Financial Planner develops and deepens client relationships through a comprehensive financial planning framework. The work includes investment sales, client acquisition, business development, and proactive communication with prospects. You will support clients’ unique goals while following Global Sales Principles, compliance, and regulatory requirements.

Key Responsibilities:

- Execute business development plans for prospects and existing clients
- Provide client-centric investment solutions through financial planning
- Conduct needs analyses across financial and competitor statements




- Participate in skilled and community events
- Deliver information sessions and financial seminars

Requirements:

- Three years’ financial planning and investment sales experience
- Current mutual funds accreditation in good standing
- Personal Financial Planning or Certified Financial Planner designation
- Networking, client acquisition, and interpersonal skills
- Valid driver’s license and access to a vehicle

Build investment sales, financial planning, and client acquisition expertise as a Scotiabank Financial Planner in Fort St. John.

📌 Financial Planner Investment Sales (Fort St. John)
🏢 Scotiabank
📍 Fort St. John