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Financial Planning Specialist

2 months ago


Toronto, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.

Key Responsibilities
  • Develop comprehensive financial plans for our customers, utilizing a holistic approach to help them achieve their goals.
  • Utilize a strategic mindset to create personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • Collaborate with our organization to make a positive impact in our communities, driving success for our customers and employees alike.
What We Offer

As a Financial Planning Specialist at Scotiabank, you can expect to be recognized and rewarded for your high-performance. You will be supported by leadership through meaningful development conversations and internal training to support your growth and development.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.