Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Investment Planning Specialist, you will focus on developing and deepening mass affluent client relationships by providing high‑quality advice and service. You will build and leverage your external and internal networks to grow a practice rooted in long‑term relationships.

Client Focus

External clients: You engage in proactive outreach to individuals outside the Scotiabank network, showcasing the unique value of an Investment Planning Specialist. Through meaningful conversations and tailored guidance you demonstrate how expert financial planning can empower clients to clarify, pursue, and achieve their financial objectives.

Internal clients: You deepen relationships with existing Scotiabank clients who may have limited interaction with the bank, mining opportunities and cultivating conn...