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 Scotiabank 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, powerful 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 goals.
What it's like to work here?
Quinn
Financial Planner
“ I am most inspired by knowing I am helping my clients prepare for their futures. The sky is the limit and Scotiabank will allow you to grow your business as big as you want as long as you are willing to put in the work and effort.”
Clayton
Financial Planner
“What makes Scotiabank a great place to work is the culture. I have had the opportunity to grow with Scotiabank because of an excellent manager, a great team, support technology, and learning programs. As a Financial Planner, I would define my role and journey as exciting, empowering, and impactful.”
“As a proud Scotiabanker of more than 2.5 decades, I'm confident in saying that Scotiabank boasts a world class culture that includes a strong commitment to Diversity, Equity and Inclusion. Our Scotia Financial Planning Team is dedicated to enriching clients' lives through outstanding investment solutions and total wealth advice. Financial Planners on the team enjoy a fast-paced environment and the freedom to develop their career in financial planning, while maintaining a sharp focus on their client relationships.”
Tonya - Vice President, Scotia Financial Planning
Start the next chapter of your career with us