Location
coquitlam, metro vancouver regional district, Canada
Posted
July 13, 2026
Job Description
Elevate your career as a Financial Planner with Scotiabank in South Surrey, British Columbia, providing tailored investment advice and financial planning. Build strong client relationships in a flexible work environment.
As a Financial Planner, you will deepen client relationships within the mass affluent market. Your focus will be on delivering high-quality investment and financial planning solutions, while actively participating in networking. You'll enjoy the freedom to meet clients in a way that suits their needs while adhering to industry regulations and compliance throughout your business development strategy.
Key Responsibilities:
• Execute business development plans for new and existing clients
• Provide client-centric investment solutions through financial planning
• Conduct outreach communications and needs analyses for clients
• Participate in community events to enhance market presence
• Network with industry specialis...
As a Financial Planner, you will deepen client relationships within the mass affluent market. Your focus will be on delivering high-quality investment and financial planning solutions, while actively participating in networking. You'll enjoy the freedom to meet clients in a way that suits their needs while adhering to industry regulations and compliance throughout your business development strategy.
Key Responsibilities:
• Execute business development plans for new and existing clients
• Provide client-centric investment solutions through financial planning
• Conduct outreach communications and needs analyses for clients
• Participate in community events to enhance market presence
• Network with industry specialis...