Financial Planner, Scotia Financial Planning - Kleinburg, ON

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We have refreshed our name to Financial Planners within the Scotia Financial Planning team (formerly Investment Specialist under the Mobile Advice Team) within our Global Asset Management Division.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. You will also enjoy the flexibility to meet clients outside of the office on a schedule that best suits you and them, while working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities ...