Financial Planner Investment Advisor

Scotiabank Financial Planners in London develop investment relationships through personalized advice, proactive outreach, and financial planning. This mobile role requires frequent travel.

As a Financial Planner, you deepen mass affluent client relationships and grow proprietary investment business. You provide client-centric solutions through a financial planning framework, support new client acquisition, and build internal and external networks. The role includes working with prospects, existing clients, branch partners, and investment industry specialists.

Key Responsibilities:

• Drive investment sales and new client acquisition
• Execute business development plans for mass affluent clients
• Conduct proactive outreach and complimentary needs analyses
• Build Centres of Influence and community relationships
• Deliver financial seminars and community information sessions

Requirements:

• Three years of financial planning and investment sales experience
• Current mutual fund certification meeting CIRO licensing requirements
• Personal Financial Planning or Certified Financial Planner designation
• Networking, acquisition, interpersonal, and entrepreneurial skills
• Valid driver’s license and access to a vehicle

Bring financial planning, investment sales, and relationship-building expertise to Scotiabank’s mobile London practice.