Financial Planner, Scotia Financial Planning - Surrey
ScotiabankSurrey, British Columbia, Canada
Posted March 20, 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.
Job Description
Join a purpose-driven winning team as a Financial Planner to develop and deepen client relationships by providing high-quality advice and service in the mass affluent market. Focus on driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.
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 Certified Financial Planner (CFP) designation
- Valid driver's license and access to a vehicle
Benefits
- An entrepreneurial culture with the freedom to develop your career
- Fast-paced, flexible work environment
- Compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources
- Ability to build long-lasting client relationships
- Partnership with branches and access to Scotia Global Asset Management