Location
mission, bc, Canada
Posted
July 13, 2026
Job Description
Elevate your career as a Financial Planner with Scotiabank in British Columbia. This role emphasizes client relationship building and offers flexible scheduling to meet client needs.
As a Financial Planner under Scotia Financial Planning, you will develop deep connections by providing tailored investment and financial planning advice. With a focus on the mass affluent market, utilize your networking skills to attract new clients. This position involves executing business development plans while ensuring compliance with regulatory requirements.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Provide client-focused investment solutions and advice
• Conduct proactive outreach to remain top-of-mind
• Engage in community events to expand your network
• Build and maintain a profile in your market area
Requirements:
• 3 years of financial planning and investment sales experience
As a Financial Planner under Scotia Financial Planning, you will develop deep connections by providing tailored investment and financial planning advice. With a focus on the mass affluent market, utilize your networking skills to attract new clients. This position involves executing business development plans while ensuring compliance with regulatory requirements.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Provide client-focused investment solutions and advice
• Conduct proactive outreach to remain top-of-mind
• Engage in community events to expand your network
• Build and maintain a profile in your market area
Requirements:
• 3 years of financial planning and investment sales experience