Job Description
Title: Financial Planner, Scotia Financial Planning - North York, Vaughan, Richmond Hill & Markham
Requisition ID:
Join a purpose-driven, high-performing culture committed to results.
What is the role of a Financial Planner?
As a Financial Planner, you will develop and deepen mass‑affluent client relationships by providing high‑quality advice and service. You will build and leverage external and internal networks, creating sustainable growth for your practice.
- External clients – Engage in proactive outreach to individuals outside the Scotiabank network, showcasing the unique value you bring to their financial journey. Demonstrate how expert financial planning can empower clients to clarify and achieve their objectives.
- Internal clients – Deepen relationships with existing Scotiabank clients who have limited interaction with the bank. Identify opportunities and cultivate meaningful connections, positioni...