Build investment relationships as a Scotia Financial Planner serving Delta and Surrey, using financial planning and client acquisition skills. This mobile role includes frequent travel.

Scotiabank’s Scotia Financial Planning team supports mass affluent clients through high quality advice and service. You will develop practices, deepen relationships, and provide investment solutions aligned with unique goals. The work includes networking, needs analysis, and business development within an assigned market area.

Key Responsibilities:

- Execute business development plans for prospects and existing clients
- Provide investment solutions through a financial planning framework
- Conduct proactive calls and complimentary financial needs analyses




- Build networks through community events and financial seminars
- Manage independent marketing activities within a small budget

Requirements:

- Three years of financial planning and investment sales experience
- Current mutual funds accreditation meeting MFDA licensing requirements
- Personal Financial Planning or Certified Financial Planner designation
- Proven networking, client acquisition, and interpersonal skills
- Valid driver’s license and access to a vehicle

Use investment advice, networking, and entrepreneurial business development skills to grow client relationships across Delta and Surrey.

📌 Scotia Financial Planner Delta Surrey
🏢 Scotiabank
📍 Delta