Senior Financial Consultant

2 days ago


Thunder Bay, Ontario, Canada Scotiabank Full time

Requisition ID: 199095

We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a key member of our organization, this individual will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

The successful candidate 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, utilizing financial planning skills and tools to support clients' financial goals, and delivering trusted financial advice to clients regarding their investments and retirement planning.

This role requires a self-directed, performance-oriented individual who is able to build relationships, provide exceptional client experience, and grow long-standing relationships with existing clients. The ideal candidate will have experience in financial planning and investment sales, a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation, and mutual funds certification.

We offer 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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