Financial Planner, Scotia Financial Planning – London, ON (Hamilton Rd & Highbury ave)

Overview

As a Financial Planner at Scotiabank you will cultivate mass affluent relationships by delivering personalized investment guidance and planning services. You will build an external network and collaborate with internal partners to bring the bank’s resources to clients. The role blends business development with client‑centric advisory, offering flexible scheduling and autonomy within a supportive framework. You will contribute to growth through responsible investment solutions and proactive outreach in your market.

Pay / Benefits

• Entrepreneurial culture
• Flexible work environment with own hours
• Base plus variable pay
• Dedicated marketing support
• Mobile technology and CRM/financial planning software access
• Partnership with retail branches and Scotia Global Asset Management

Responsibilities

• Drive investment sales and new client acquisition while adhering to regulatory requirements
• Develop business opportunities with prospects and existing clients in the assigned market
• Provide client-centric investment solutions via a financial planning framework
• Conduct outbound communications and unsolicited outreach to stay top-of-mind
• Perform needs analysis across financial statements to tailor recommendations
• Engage in community events and professional associations to expand network
• Build and maintain a market profile; collaborate with investment industry specialists
• Manage a small budget for independent marketing activities and COI development

Key requirements

• 3 years of experience in financial planning and investment sales
• Mutual fund certified professional with CIRO licensing (IFC or CSC)
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation
• Proven networking, client acquisition, and interpersonal skills; experience with COIs
• Goal-oriented, entrepreneurial, able to work independently and in a team
• Knowledge of competitive offerings, market trends, and regulatory environment
• Valid driver’s license and access to a vehicle

• Networking
• Interpersonal skills
• Entrepreneurial mindset
• CRM
• Financial planning software
• Portfolio management tools

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