Financial Planner with Scotiabank

Elevate your career as a Financial Planner with Scotiabank in Surrey, British Columbia. Serve the mass affluent market while building deep client relationships and delivering tailored financial advice.
This role focuses on developing client connections and executing business development plans in alignment with Global Sales Principles. Utilize your entrepreneurial spirit and networking skills to identify prospects and enhance your practice. Enjoy the flexibility of client meetings on your own schedule while following a comprehensive financial planning framework.
Key Responsibilities:
• Execute business development strategies for clients and prospects
• Provide investment solutions using a client-centric financial planning framework
• Participate in community events to enhance networking opportunities
• Conduct needs analysis across various financial statements
• Maintain compliance with regulatory requirements
Requirements:
• Minimum 3 years in financial plann...