Full-time

Financial Planner, Scotia Financial Planning - Bathurst, NB

Posted by Scotiabank • Bathurst, New Brunswick, Canada

📍 Bathurst, New Brunswick 🕒 March 13, 2026

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About the Role

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 mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 

Client-centricity: 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 and i...
                

Job Details

Location Bathurst, New Brunswick
Job Type Full-time
Category Financial Specialists
Posted March 13, 2026
Deadline April 22, 2026

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