Financial Planning Careers
Our financial planning team is passionate about helping clients achieve their investment and financial goals. Together, we deliver expert advice for every future.
What does being a Financial Planner look like at Scotiabank?
As a Scotia Financial Planner, you are part of a team of investment professionals working together across the country to better serve our clients. We’re a winning team that values an entrepreneurial culture with the freedom to develop your career. We work in a fast-paced, flexible work environment and we partner with branches to deliver an exceptional client experience.
Build your practice
You’ll have the freedom to grow your own practice. You’ll have the autonomy to build a mass affluent client base best suited to your specific goals, while benefitting from the support of Scotiabank. You’ll also set your own hours and have the ability to focus on what you do best, investments and financial planning for your clients.
Continued Advisor support
We’ll provide you with leading-edge resources to support your growth including dedicated marketing support, advanced mobile technology, leading CRM, and powerful financial planning software, and the strength of the Scotiabank brand.
Investment Solutions & Client Prospecting
You’ll have the best of both worlds: access to Scotia Global Asset Management and the branch network. By partnering with branches you’ll have access to promising client leads, and the ability to work out of and access the branch to host client meetings and events. Scotia Global Asset Management provides a wide range of investment solutions and global experience to help your clients achieve their goal
What it's like to work here?
Jean-Sébastien
Financial Planner
“Meaningful relationships have always motivated my work. Scotiabank has supported my growth, both professionally and personally through a collaborative, people‑focused culture and engaged leadership.”
Qun
Financial Planner
“Helping people feel confident about their financial future has always been my passion, and at Scotiabank I’ve been able to turn that passion into a meaningful career. The support and collaboration here allow me to grow while making a real difference for my clients.”
Rajan
Financial Planner
“Seeing my parents plan for retirement showed me how important trusted advice can be and inspired me to become a financial planner. At Scotiabank, I’m trusted to build meaningful, long‑term client relationships and help people feel confident about their future, which makes this work truly rewarding.”
Interested in becoming a Scotia Financial Planner?
Download our brochure to learn more about the role and what makes it a rewarding career.
Financial Planner Brochure
09/25/2025 | pdf : 3
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