Financial Planner | Flexible Hours & Mobile Practice

Scotiabank; Newmarket; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Entrepreneurial culture

Flexible schedule

Marketing support

Mobile technology

CRM access

Portfolio and planning software

Job summary

Scotiabank in Ontario is seeking a Financial Planner to build client relationships by providing investment and financial planning guidance to mass affluent clients.

You can meet clients outside the office on a schedule that suits them, while contributing to the Scotia Global Asset Management framework.

The role emphasizes business development, compliance, and delivering high-value financial planning through a scalable advisory model.

Qualifications

• 3 years of experience in financial planning and investment sales.
• MFDA licensing current accreditation required.
• PFP® and/or CFP® designation completed or in progress.
• Proven networking and Centres of Influence development.
• Entrepreneurial, self-motivated with ability to work independently.
• Strong knowledge of market trends and regulatory environment.

Responsibilities

• Promote growth of proprietary investment business in the assigned market.
• Identify opportunities and facilitate investment solutions for clients.
• Network with COIs and professionals to expand the client base.

Skills

Networking

Client acquisition

Entrepreneurial

Self-motivated

Education

MFDA licensing

PFP® / CFP® designation

Tools

CRM

Job description

Scotiabank in Ontario is seeking a Financial Planner to build client relationships by providing investment and financial planning guidance to mass affluent clients.

You can meet clients outside the office on a schedule that suits them, while contributing to the Scotia Global Asset Management framework.

The role emphasizes business development, compliance, and delivering high-value financial planning through a scalable advisory model.