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Financial Planner, Scotia Financial Planning - Halifax, NS

Scotiabank
Location 📍 halifax, Canada
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

As a Financial Planner , you will focus on developing and deepening mass affluent client relationships by providing high‑quality advice and service. You will build and leverage external and internal networks to grow a practice of building new and long‑term relationships.

Responsibilities

  • Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
  • Deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.
  • Drive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
  • Establish business development opportunities with prospects and clients within the assigned market area.
  • Promote the development and sustainable growth of proprietary investment business in the ass...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
halifax, Canada