Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga

Financial Planner, Scotia Financial Planning – Winston Churchill & Thomas Branch, Mississauga

Requisition ID:

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. You will leverage your external networks and centers of influence, building long-term relationships, and ensuring clients receive investment and financial‑planning advice to meet their unique goals. Flexibility is offered to meet clients outside the office on a schedule that works best for both parties.

Responsibilities

• Business Development: Execute business development plans for prospects and existing clients within the mass affluent market; identify additional opportunities and facilitate implementation of investment solutions and/or referrals to the appropriate ...