Financial Planner, Scotia Financial Planning - Brampton

About the Role Financial Planner will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. The role requires building external networks and collaborating with internal partners to deliver holistic financial planning and investment guidance. What You'll Do

• Develop and deepen mass affluent client relationships by providing personalized investment and financial planning advice.
• Engage in proactive outreach to external clients outside Scotiabank network and demonstrate the value of professional financial planning.
• Build internal partnerships across the branch network to ensure seamless access to Scotiabank resources.
• Meet clients on a schedule that works for them, including meetings outside the office. What We're Looking For
• Driven by purpose and determination; client-centric mindset.
• Ability to deliver personalized investment and financial planning advice to help clients achieve their financial goals.
• Strong network-building skills; entrepreneurial mindset; comfortable with external outreach.
• Good communication and relationship management skills.