Financial Planner

Responsibilities

• Develop and deepen mass affluent client relationships through proactive outreach and tailored financial guidance.
• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Execute business development plans to identify prospects and facilitate investment solutions.
• Conduct comprehensive needs analyses and outbound communications to maintain client engagement.
• Participate in local community events and professional associations to build a strong market profile and network.
• Collaborate with internal branch networks and partners to provide access to the full breadth of Scotiabank resources.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with current accreditation and standing for CIRO licensing requirements (e.g., CSC or IFIC).
• Successful completion of a Personal Financial Planning (PFP®) and/or Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition, and interpersonal skills, including experience with Centres of Influence (COIs).
• Valid driver's license and access to a vehicle for frequent travel to meet clients within the designated district.
• Ability to work independently as a self-motivated entrepreneur.

Benefits

• Entrepreneurial culture with the freedom to develop your own career and schedule.
• Flexible work environment with a compensation structure that rewards client base growth.
• Access to leading-edge resources, including dedicated marketing support and advanced financial planning software.
• Opportunity to build long-lasting client relationships within a diverse and inclusive work culture.

About the Company

Scotiabank is a leading bank in the Americas, guided by the purpose "for every future." We help customers, families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and capital markets.