Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning. Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment advice and service. You will meet clients outside the office, develop new relationships, and grow business within an assigned market. The position combines independent entrepreneurship with Scotiabank’s collective framework, resources, and partner network. Key Responsibilities:





Drive investment sales and recent client acquisition Conduct financial needs analyses across multiple statements Establish business development opportunities with clients and prospects Network with investment industry specialists and community contacts Follow compliance, regulatory, and Global Sales Principles Requirements:

Three years of financial planning and investment sales experience Mutual funds certification and MFDA licensing good standing PFP or CFP designation successfully completed Knowledge of offerings, market trends, economics, and regulations Driver’s license and vehicle access for client meetings Apply mobile financial planning, investment sales, and market knowledge while expanding Scotiabank relationships throughout the designated district.

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📌 Mobile Financial Planner Wealth Advice (Winnipeg)
🏢 Scotiabank
📍 Winnipeg