Scotiabank is seeking a Financial Planner to develop and deepen client relationships by offering high-quality investment and financial planning advice within the mass affluent market. You will leverage external networks to build a sustainable practice and meet clients on their schedule, including outside office locations.
The role emphasizes proactive outbound outreach, adherence to Global Sales Principles and regulatory requirements, and strong collaboration with branch teams and Scotia Global
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Remote Financial Planner & Client-Growth Strategist employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.