Shape investment strategies as a Financial Planner in Kingston, using financial planning expertise and client relationship skills. This mobile role includes frequent travel.
Scotia Financial Planning, within Scotiabank’s Global Asset Management Division, seeks a Financial Planner for the mass affluent market. You will provide investment and financial planning advice while developing client relationships and growing a practice. The work follows a comprehensive financial planning framework and Global Sales Principles.
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
Develop networks through community events and skilled associations




Deliver financial seminars and manage independent marketing activities
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
Networking, client acquisition, interpersonal, and Centre of Influence skills
Valid driver’s license and access to a vehicle
Use investment sales, networking, and financial planning expertise to build lasting client relationships across Kingston’s mass affluent market.

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📌 Financial Planner Kingston Investment Sales (Ontario)
🏢 Scotiabank
📍 Ontario