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 our customers' 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 and provide exceptional service throughout their journey.

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
  • Collaborate with colleagues to provide exceptional customer service and support
What We Offer

As a Scotiabank employee, you'll have access to a range of benefits and opportunities for growth and development. We're committed to creating an inclusive and accessible environment for all employees, and we offer a range of programs and resources to support your success.

About the Role

This is an exciting opportunity to join a dynamic team and make a real difference in the lives of our customers. If you're passionate about delivering exceptional customer service and have a strong background in financial planning, we encourage you to apply.



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