Independent Financial Planner - Flexible Hours

Scotiabank; Manor Park; Hybrid; GBP 42,000 - 78,000; Full time

Job summary

Scotiabank in the United Kingdom seeks a Financial Planner to develop and deepen mass affluent client relationships by delivering high‑quality investment advice and comprehensive financial planning. You will work across external and internal networks, build partnerships with branches, and drive client growth while adhering to regulatory standards.

Flexible hours and meeting clients where convenient are supported in a dynamic, inclusive team.

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certification with CIRO licensing requirements.
• PFP and/or CFP designation completed.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition while adhering to regulatory requirements.
• Establish business development opportunities with prospects and existing clients.
• Collaborate with Scotiabank branches and partners to deliver comprehensive financial solutions.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Self-motivation

Education

CIRO licensing requirements

PFP/CFP designation

Tools

CRM

Portfolio management software

Financial planning software

Job description

Scotiabank in the United Kingdom seeks a Financial Planner to develop and deepen mass affluent client relationships by delivering high‑quality investment advice and comprehensive financial planning. You will work across external and internal networks, build partnerships with branches, and drive client growth while adhering to regulatory standards.

Flexible hours and meeting clients where convenient are supported in a dynamic, inclusive team.