Financial Planner

1 month ago


London, Ontario, Canada Scotiabank Full time

As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

Key responsibilities include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
  • Delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Building relationships with clients, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Requirements include:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Scotiabank offers a competitive compensation and benefits package, access to leading-edge resources, and a work culture that promotes diversity, respect, and inclusion.



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