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Added 1 hour ago
AG
Equipment Operator 4
Artemis Gold - Blackwater Project
BC
- Other
…silver pour at Blackwater was achieved in January 2025 and commercial production was declared on May 1, 2025. Artemis Gold trades on the TSX-V under the symbol ARTG. For more information…
Added 1 hour ago
AG
Equipment Operator 3 - Dewatering
Artemis Gold - Blackwater Project
BC
- Other
…silver pour at Blackwater was achieved in January 2025 and commercial production was declared on May 1, 2025. Artemis Gold trades on the TSX-V under the symbol ARTG. For more information…
Added 2 hours ago
TD
Lawncare Technician
The Davey Tree Expert Company
Brantford, ON
- Full-time
…maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around…
Added 2 hours ago
TD
Landscape Lead Hand
The Davey Tree Expert Company
Brantford, ON
- Full-time
…maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around…
Added 2 hours ago
TD
Landscape Technician
The Davey Tree Expert Company
Brantford, ON
- Full-time
…maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around…
Added 3 hours ago
TD
Groundperson [Arborist Assistant]
The Davey Tree Expert Company
Severn, ON
- Full-time
Valid provincial driver’s license. Licensed to drive a 5-ton vehicle and air brake endorsement is considered an asset.
Added 3 hours ago
TD
Arborist Climber
The Davey Tree Expert Company
Severn, ON
- Full-time
Valid provincial driver’s license. Licensed to drive a 5-ton vehicle and Airbrake endorsement considered an asset.
Added 3 hours ago
TD
DZ Driver [Groundperson / Arborist]
The Davey Tree Expert Company
Severn, ON
- Full-time
As a driver with Davey Tree you will be responsible for ensuring the crew and equipment arrive at the job site safely and on time. Once at site you will join the rest of the crew as an…
Added 6 hours ago
PF
Delivery Driver
Performance Food Group
Ottawa, ON
- Full-time
Our Delivery Driver's are responsible for driving a tractor trailer or straight truck on intrastate and interstate local, over-the-road (OTR), shuttle, and overnight and drive and drop…
Added 9 hours ago
GE
Hotel Maintenance Supervisor *Tsuut'ina Nation Members Only*
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Added 9 hours ago
CC
Hood Cleaner With Class -5 License
Crystal Clean Maintenance
NS · Halifax Central, Nova Scotia
- Full-time
standards of cleanliness and sanitation in our commercial kitchen facilities. This role ensures
Added 10 hours ago
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Land Agent
Canacre
Thunder Bay, ON
- Temporary
Working experience in land acquisition, real estate or familiarity with large-scale municipal commercial construction is considered an asset.
Added 10 hours ago
C-
Commercial HVAC Service Technician
Captiveaire - Region 114 Western PA
Rivière-Saint-Jean, QC
- Full-time
Nation’s leading manufacturer of commercial kitchen ventilation systems, and now offering a complete solution of fans, heaters, ductwork and HVAC equipment. Our primary purpose is to…
Added 10 hours ago
SW
industrial electrician
Superior Welding & Contracting Inc.
Bruce Mines, ON
- Full-time
Renovate electrical systems in residential and commercial structures
Added 11 hours ago
Bus Driver 1 - Winter 2026/27
Sunshine Village Corporation
Banff, AB
Be at least 21, possess a valid AB Class 2 driver’s license with Q endorsement, clear driver’s abstract (3 years minimum history) and suitable driving references.
Added 11 hours ago
Maintenance Technician - Edmonton
Strategic Group
Edmonton, AB
Our real estate portfolio spans high-end residential developments and commercial properties. Beyond real estate, our business interests include corporate finance and other industries,…
Added 11 hours ago
Executive Driver & Security Specialist
Strategic Group
Calgary, AB
Our real estate portfolio spans high-end residential developments and commercial properties. Beyond real estate, our business interests include corporate finance and other industries,…
Added 12 hours ago
FT
Tire Manipulator Truck Operator
Fountain Tire
Canada
- Other
Fountain Tire Peace River (7215 101 Ave, Peace River, AB) is looking for an experienced Commercial Tire Technician to operate a Tire Manipulator Service Truck!
Added 13 hours ago
AT
Class 1 Company Driver - Triple B Longhaul
Armour Transportation Systems
Moncton, NB
- Full-time
We’re currently seeking a Class 1 Company Driver to join our Triple B Long haul Division in Moncton, NB.
Added 14 hours ago
GC
Canteen Team Member Part Time, On-Call
Group Compass Ltee
Mississauga, ON
- Part-time
Drivers Abstract required - Personal and Commercial
Added 15 hours ago
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Service Technician, Water & Beverage Equipment Full Time
canteen
Fort McMurray, AB
- Full-time
This role supports residential, commercial, and industrial customers throughout Fort McMurray and the surrounding area. The successful candidate will be comfortable working independently,…
Added 15 hours ago
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Driver Examiner - Full Time - Brampton- Bilingual
Serco
Brampton, ON
- Full-time
Provides information and assistance related to Driver Examination services.
Added 15 hours ago
BV
Refrigeration and Air Conditioning Mechanic
Bow Valley Climate Management Ltd
Canmore, AB
- Full-time
Install, maintain, and service advanced HVAC/R systems, including Air-to-Water heat pumps, commercial chillers, air compressors
Added 15 hours ago
U
Class 1 Shuttle Driver - Montreal - UniFirst Canada
UniFirst
Montreal, QC
- Full-time
Added 16 hours ago
TE
Apprentice Electrician
Tenman Electric
Summerside, PE
- Full-time
As an employee, the Apprentice will gain skills in many areas – commercial, industrial, construction, agricultural, and more.

Closed listing

Scotia Wealth Management

Financial Planner

Belleville, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Nov 4, 2026
Experience: 3 years of experience in financial planning and investment sales.
Posting language: English
Posted: Oct 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

Requisition ID: 210896

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

To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Is this role right for you? In this role, you will:

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? -We’d Love To Work With You If You Have:

3 years of experience in financial planning and investment sales.
You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. What’s in it for you?
An entrepreneurial culture with the freedom to develop your career.
A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
A compensation structure that rewards growing and maintaining your client base. • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
The ability to build long-lasting client relationships through exceptional advice and service. • Ability to provide an excellent client experience without going to the branch.
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

#financialplanner

Location(s): Canada : Ontario : Belleville || Canada : Ontario : Peterborough || Canada : Ontario : Trenton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

About employer

More about this job

Responsibilities

Develop and deepen relationships with mass-affluent clients by providing financial planning and investment advice, conducting needs analyses, and acquiring new clients. Grow investment business through prospecting, networking, community involvement, referrals, and compliant execution of business development plans.

Requirements

Requires at least three years of financial planning and investment sales experience, mutual funds certification, current MFDA licensing accreditation, and a PFP and/or CFP designation. Candidates should have strong networking and client acquisition skills, knowledge of investment markets and regulations, and a valid driver's license with access to a vehicle.

Skills

Financial Planning
Investment Sales
Business Development
Client Acquisition
Networking
Interpersonal Communication
Financial Needs Analysis
Investment Solutions
Community Engagement
Market Development
Regulatory Compliance
Entrepreneurship
Independent Work
Competitive Market Analysis
Financial Services

Benefits

Flexible Work Environment
Marketing Support
Mobile Technology
Portfolio Management Software
Financial Planning Software

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Investment Sales
Mass-Affluent Market
Business Development
Client Acquisition
Investment Advice
Financial Planning Framework
Needs Analysis
Mutual Funds
MFDA Licensing
Investments Funds in Canada
Canadian Securities Course
Personal Financial Planning (PFP)
Certified Financial Planner (CFP)
Centres of Influence
Global Sales Principles
Regulatory Compliance
Market Trends
Economic Conditions
Community Engagement
Financial Seminars
Portfolio Management Software
Financial Planning Software
Mobile Technology
Marketing Support
Prospecting
Referral Partnerships

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