Role Overview

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You are a dedicated entrepreneur who builds and leverages external/internal networks and centres of influence, understanding that growing a practice is all about building new and long‑term relationships.

External Clients

External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from.

Internal Clients

Internal clients – As a Financial Planner, you play a pivotal role in deepening...