Investment Sales Financial Planner Role
Location
windsor, windsor
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Make an impact in the financial services industry as a Financial Planner with Scotiabank. Engage with mass affluent clients while delivering bespoke financial strategies.
As part of the rebranded Scotia Financial Planning team, you will excel in acquiring new clients and maximizing investment sales. Your role features flexibility in meeting clients in various locations, enhancing the personal touch essential for building lasting relationships. You’re encouraged to leverage local community events and your professional network to boost visibility and opportunities.
Key Responsibilities:
• Implement business development strategies for affluent markets
• Deliver client-focused investment planning solutions
• Actively network within the community for business growth
• Conduct comprehensive analyses of client finances
• Maintain ongoing communication with potential clients
Requirements:
• At least three years in financial planning roles
• Accredited with MFDA an...
As part of the rebranded Scotia Financial Planning team, you will excel in acquiring new clients and maximizing investment sales. Your role features flexibility in meeting clients in various locations, enhancing the personal touch essential for building lasting relationships. You’re encouraged to leverage local community events and your professional network to boost visibility and opportunities.
Key Responsibilities:
• Implement business development strategies for affluent markets
• Deliver client-focused investment planning solutions
• Actively network within the community for business growth
• Conduct comprehensive analyses of client finances
• Maintain ongoing communication with potential clients
Requirements:
• At least three years in financial planning roles
• Accredited with MFDA an...