Financial Planner at Scotiabank

Full-time Other-General

Elevate your career as a Financial Planner with Scotiabank in Surrey, British Columbia. Focus on client relationships in the mass affluent market while enjoying a flexible work schedule.
As a Financial Planner within Scotia Financial Planning, you will enhance client engagement by delivering tailored financial planning and investment solutions. This role requires a minimum of three years in financial planning and proven success in client acquisition. The focus is onbuilding sustainable relationships and executing comprehensive market strategies to achieve business outcomes.
Key Responsibilities:
• Develop business plans for mass affluent clients
• Provide financial planning solutions based on client needs
• Participate in community events to expand professional network
• Conduct proactive outreach through outbound communications
• Leverage investment partnerships for client success
Requirements:
• 3 years in financial planning and investment sales
• Mutual...