Financial Planner, Scotia Financial Planning - Oakville, Burlington
ScotiabankBurlington, Ontario, Canada • Ontario, Canada
Posted March 19, 2026
Full Time
About the Company
Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Job Description
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certified professional
- Current accreditation and good standing for MFDA licensing requirements
- Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation
- Proven networking, client acquisition and interpersonal skills
- Valid driver's license and access to a vehicle
Benefits
- An entrepreneurial culture with the freedom to develop your career
- A fast-paced, flexible work environment
- A compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources to support your growth
- A partnership with our branches and access to Scotia Global Asset Management
- A work culture that promotes diversity, respect, and inclusion