Remote Financial Planner at Scotiabank

Scotiabank

Elevate your career with Scotiabank as a Virtual Financial Planner, focusing on investment solutions and client relationships in Ontario's mass affluent market. Enjoy flexibility in scheduling client meetings. In this role, you will build and deepen connections with clients while providing high-quality financial planning advice. As a solution-oriented entrepreneur, you'll leverage your networks to drive new client acquisition and ensure client satisfaction. Embrace the dynamic Scotiabank culture, dedicated to delivering results and fostering inclusivity. Key Responsibilities:

Execute business development plans for prospects and clients
Provide client-centric investment solutions and financial planning
Conduct outreach and proactive communications to prospects
Participate in community events to expand your network
Deliver information sessions and financial seminars

Requirements:

3 years of financial planning and investment sales experience
Mutual funds certification and compliance with MFDA
Completed Personal Financial Planning (PFP®) or CFP® designation
Proven networking and client acquisition skills
Valid driver's license and access to a vehicle

Utilize your expertise to provide tailored financial advice and cultivate meaningful client relationships with Scotiabank. #J-18808-Ljbffr

Apply

Vacancy posted 17 hours ago

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