Drive investment sales and financial planning growth with Scotiabank in Brampton, serving mass affluent clients through personalized advice. Build relationships through proactive outreach and networking.

As a Financial Planner with Scotia Financial Planning, you will develop and deepen external and internal client relationships. You will execute business development plans, provide client-centric investment solutions, and conduct needs analyses. The position supports sustainable proprietary investment business growth across the assigned market area.

Key Responsibilities:

- Drive investment sales and acquire current clients
- Execute business development plans for mass affluent prospects
- Provide client-centric investment solutions through financial planning




- Conduct proactive calling and complimentary needs analyses
- Participate in community events and financial seminars

Requirements:

- Three years of financial planning and investment sales experience
- Current mutual fund certification and CIRO licensing accreditation
- 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 expertise to grow Scotiabank's Brampton client base through trusted advice.

📌 Financial Planner Investment Sales Brampton
🏢 Scotiabank
📍 Brampton