Home / Jobs / Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga
Posted:
June 17, 2026
Location:
Mississauga, Ontario, Canada

Job Description

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In this role, you will: 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 

  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.

  • Community Involvement: Participating actively in local professional and community events and associations to develop ...

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    Job Overview

    Job Type: Full-time
    Location: Mississauga, Canada
    Posted: June 17, 2026
    Deadline: July 27, 2026