Company: Scotiabank
Location: London
Job Description:
Overview
As a Financial Planner, you will build and deepen mass affluent client relationships by delivering tailored investment and financial planning advice. You work as an entrepreneurial, client-focused advisor who engages external clients and collaborates with internal partners to provide comprehensive solutions. You’ll operate within a Scotiabank framework to drive growth while maintaining compliance and delivering exceptional service. The role combines flexible client engagement with community presence to expand your network and impact.
Pay / Benefits
- base plus variable pay
- flexible hours
- supportive marketing resources
- mobile technology
- leading CRM
- diverse and inclusive culture
Responsibilities
- Drive investment sales and new client acquisition while following Global Sales Principles and regulatory requirements
- Develop business opportunities within the assigned market area and coordinate appropriate investment solutions or referrals
- Provide client-centric investment solutions through a financial planning framework and proactive outreach
- Conduct needs analyses across multiple financial statements to inform recommendations
- Engage in local community activities and events to grow network and generate prospects
- Build and maintain a market profile and collaborate with investment industry specialists
- Manage a small budget for independent marketing activities and COI development
- Collaborate with branch network to access Scotiabank resources for clients
Key requirements
- 3-years of experience in financial planning and investment sales
- Mutual fund certification with CIRO licensing requirements (IF Funds in Canada or CSC)
- Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation
- Proven networking and Centre of Influence (COI) development skills
- Entrepreneurial, self-motivated, able to work independently and in a team
- Knowledge of market trends, regulatory environment, and competitive offerings
- Valid driver’s license and access to a vehicle
- strong networking and interpersonal skills
- goal-oriented and self-motivated
- ability to manage multiple stakeholders
- CRM usage
- financial planning software
- portfolio management tools
…
Posted: October 17th, 2026