Financial Planning Specialist

1 week ago


Canada Scotiabank Full time
About Scotiabank

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support their success.

Job Summary

We're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In this role, you'll work closely with customers to develop personalized financial strategies, providing expert advice on day-to-day banking, investments, and borrowing solutions.

Key Responsibilities
  • Build comprehensive plans for customers using a holistic approach to help them achieve their goals
  • Develop strategic financial strategies, including day-to-day banking, investments, and borrowing solutions
  • Work collaboratively with colleagues to provide exceptional service throughout the customer's journey
What We Offer

As a Scotiabank employee, you'll have access to a range of benefits, including:

  • Opportunities for professional growth and development
  • A supportive and inclusive work environment
  • A competitive compensation package
About You

We're looking for a motivated and customer-focused individual who is passionate about helping others achieve their financial goals. If you're a team player with excellent communication skills and a strong understanding of financial planning principles, we'd love to hear from you.



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