Scotiabank Financial Planner Client Acquisition

Build lasting client relationships as a Scotiabank Financial Planner serving Ontario’s mass affluent market through advice, networking, and proactive outreach.

Within Scotia Financial Planning, this mobile role focuses on growing a practice through external networks, Centres of Influence, and client acquisition. You will provide investment and financial planning advice aligned with unique client goals. Your work includes business development, needs analysis, referrals, and compliance with Global Sales Principles and regulatory requirements.

Key Responsibilities:

• Develop and deepen relationships with mass affluent clients
• Identify opportunities and facilitate investment solutions or referrals
• Contact prospects proactively to create future business opportunities
• Participate in community associations and professional events
• Maintain a market profile within the assigned area

Requirements:

• Three years’ experience in financial planning and investment sales
• Mutual funds certification with current MFDA licensing accreditation
• Completed PFP or CFP designation
• Proven client acquisition, networking, and interpersonal abilities
• Entrepreneurial independence with effective team collaboration

Bring entrepreneurial client acquisition, networking, and financial planning strengths to Scotiabank’s relationship-focused investment practice.