Scotiabank Financial Planners in London develop investment relationships through personalized advice, proactive outreach, and financial planning. This mobile role requires frequent travel.As a Financial Planner, you deepen mass affluent client relationships and grow proprietary investment business. You provide client-centric solutions through a financial planning framework, support recent client acquisition, and build internal and external networks. The role includes working with prospects, existing clients, branch partners,



and investment industry specialists.Key Responsibilities:Drive investment sales and new client acquisitionExecute business development plans for mass affluent clientsConduct proactive outreach and complimentary needs analysesBuild Centres of Influence and community relationshipsDeliver financial seminars and community information sessionsRequirements:Three years of financial planning and investment sales experienceCurrent mutual fund certification meeting CIRO licensing requirementsPersonal Financial Planning or Certified Financial Planner designationNetworking, acquisition, interpersonal, and entrepreneurial skillsValid driver's license and access to a vehicleBring financial planning, investment sales, and relationship-building expertise to Scotiabank's mobile London practice.

📌 Financial Planner Investment Advisor (London)
🏢 Scotiabank
📍 London