Financial Planner at Scotiabank
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
May 31, 2026
Become a Financial Planner with Scotiabank in North York, Vaughan, Richmond Hill, and Markham, Ontario. Foster strong client relationships while providing expert financial advice in a flexible work environment.
As a Financial Planner, you will develop and strengthen client networks to achieve financial goals while adhering to regulatory standards and company values. Utilize your knowledge in investment sales and financial planning to deepen relationships with both new and existing clients. Your role emphasizes the importance of client-centric solutions and proactive outreach to drive business growth.
Key Responsibilities:
• Drive new client acquisition and investment sales
• Execute business development plans for growth
• Provide tailored investment solutions and analyses
• Engage in community events to expand networks
• Promote Scotiabank’s services to new clients
Requirements:
• 3+ years in financial planning and sales
• Certified with mutual funds and C...
As a Financial Planner, you will develop and strengthen client networks to achieve financial goals while adhering to regulatory standards and company values. Utilize your knowledge in investment sales and financial planning to deepen relationships with both new and existing clients. Your role emphasizes the importance of client-centric solutions and proactive outreach to drive business growth.
Key Responsibilities:
• Drive new client acquisition and investment sales
• Execute business development plans for growth
• Provide tailored investment solutions and analyses
• Engage in community events to expand networks
• Promote Scotiabank’s services to new clients
Requirements:
• 3+ years in financial planning and sales
• Certified with mutual funds and C...