Job Summary

The Financial Planner for Scotia Financial Planning in Moncton is an entrepreneurial, mobile leadership role focused on the “mass affluent” market. Operating within a base-plus-variable compensation structure, you will act as a dedicated practice-builder, leveraging both internal Scotiabank networks and external “Centres of Influence” (COIs). This position is designed for self-motivated advisors who value the flexibility to meet clients outside the traditional branch environment while utilizing the bank’s global resources to deliver complex investment and retirement solutions.

Job Details

Employer: Scotiabank (Global leader in wealth management and banking)
Location: Moncton, NB (Mobile role with frequent regional travel)
Position Type: Full-time (Base Salary + Variable Pay)
Requisition ID: 251265
Technology Support: Access to mobile CRM, advanced portfolio software, and financial planning tools.
Corporate Culture: Purpose-driven, inclusive, and high-performing, with a focus on “for every future.”
Estimated Average Salaries: In the 2026 Atlantic Canada financial sector, senior Financial Planners at major institutions typically see total cash compensation (base + commission) ranging from $95,000 to $145,000+, depending on the size of the book managed and new client acquisition success.

Core Responsibilities

Business Development: Execute aggressive acquisition plans to attract mass affluent prospects from outside the existing Scotiabank network.
Internal Mining: Identify and deepen relationships with existing Scotiabank clients who currently have limited investment interactions with the bank.
Holistic Planning: Conduct needs-based analysis across multiple financial statements—including competitor portfolios—to provide tailored investment solutions.
Community Profile: Maintain a high market profile by participating in local professional associations and delivering financial seminars.
Collaborative Partnership: Work seamlessly with retail branch partners and Scotia Global Asset Management to ensure clients access the full breadth of the bank’s resources.
Compliance: Adhere strictly to Global Sales Principles, CIRO licensing requirements, and regulatory standards.

Candidate Requirements

Experience: Minimum of 3 years in financial planning and investment sales.
Licensing: Current accreditation in good standing for CIRO licensing (Investment Funds in Canada or Canadian Securities Course).
Designations: Successful completion of PFP® (Personal Financial Planner) and/or CFP® (Certified Financial Planner).
Network Skills: Proven ability to build and maintain Centres of Influence (COIs), such as accountants and lawyers.
Market Knowledge: Extensive understanding of competitive offerings, economic conditions, and the regulatory landscape.
Mobility: Valid driver’s license and access to a vehicle for frequent client meetings across the Moncton district.

Job Description

Are you an entrepreneurial advisor who treats your clients as your most valuable asset? Scotiabank is seeking a Financial Planner to lead our wealth efforts in Moncton. We aren’t just looking for a banker; we are looking for a “self-starter” who thrives in a fast-paced environment and has the “grit” to grow a private practice within a global framework. If you have the “wit” to analyze complex market trends and the dedication to provide personalized advice, you belong on our winning team.

In this role, you have the freedom to be your own boss. You won’t be tethered to a desk; instead, you’ll be out in the community, building trust and showcasing the unique value that expert planning brings to a client’s journey. We look for individuals who are “goal-oriented”—those who see every conversation as an opportunity to empower a family to clarify and achieve their financial objectives. Whether you are facilitating a referral to a commercial partner or conducting a deep-dive portfolio review, your focus remains on delivery and integrity.

Joining Scotiabank means joining a “purpose-driven” culture that values diversity and inclusion. We offer a compensation structure that directly rewards your ability to grow and maintain a loyal client base. We provide the leading-edge resources, dedicated marketing support, and mobile technology you need to stay “top-of-mind” in a competitive market. Here, you have the autonomy of an entrepreneur with the backing of one of the leading banks in the Americas.

If you are a certified professional with a passion for building long-lasting relationships and a clean driving record, we invite you to apply.

Scotiabank | Moncton, NB

Scotiabank (The Bank of Nova Scotia) is one of Canada’s “Big Five” banks and is often billed as the country’s most international bank. While its global headquarters is in Toronto, its roots are deep in the Maritimes, having been founded in Halifax in 1832. In Moncton, Scotiabank is a cornerstone of the financial community, providing a full suite of personal, commercial, and private wealth services through a robust network of local branches.

Company Culture: “For Every Future”

The culture at Scotiabank is currently undergoing a “bold cultural transformation” anchored by its 2024 ScotiaBond initiative.

Inclusion and Allyship: The bank is a recognized leader in Diversity, Equity, and Inclusion (DEI). Its culture emphasizes “allyship 365 days a year,” focusing on removing barriers for underrepresented groups.
Member Ownership: Like many high-performing firms, Scotiabank fosters an “ownership mindset” through its Employee Share Purchase Plan, aligning staff success with the bank’s long-term performance.
Winning as One Team: The internal environment is described as performance-driven but supportive, valuing “big thinking” and collective resilience. It has been recognized as one of the Best Workplaces in Canada for five consecutive years (2020–2024).
Community Investment: Employees are encouraged to be “community leaders.” The bank matches charitable donations and provides financial contributions for volunteer hours (up to $1,000 annually per employee).

Locations: The Moncton Footprint

Scotiabank maintains multiple high-traffic branches across Moncton and Dieppe, ensuring accessibility for both urban and suburban residents.

Moncton Main Street (Downtown)

Located at 633 Main Street, Moncton, NB.
This central branch acts as a hub for commercial banking and professional services, serving the heart of the downtown business district.

Mountain Road & North End

Multiple branches, including locations at 1400 Mountain Road and near the Trinity Drive shopping corridor.
These sites focus heavily on personal banking, mortgage advice, and everyday financial planning for the city’s residential centers.

Scotia Wealth Management (Dieppe/Moncton)

Private Banking Hub: Located at 111 Champlain St, Dieppe, NB.
This specialized office provides “holistic wealth advice” and customized lending for business owners, executives, and high-net-worth families in Atlantic Canada.

Core Financial Services

Service Area	Moncton Application
Personal Banking	Chequing, savings, and specialized accounts for Seniors, Students, and Newcomers.
Mortgages & Home Equity	The Scotia Total Equity® Plan (STEP), allowing homeowners to leverage their home’s value.
Wealth Management	Portfolio management and financial planning through Scotia iTRADE and Private Banking.
Commercial Banking	Specialized credit and cash management solutions for Moncton’s logistics and retail sectors.

Employee “Total Rewards” & Growth

The Wellbeing Account: A flexible benefits account that covers diverse needs like gym memberships, athletic apparel, and even pet insurance.
Mental Health Support: A massive investment in mental wellbeing, including $10,000 in mental health coverage for employees and their families.
Scotia Academy: A robust digital learning platform providing over 450 DEI-specific resources and technical certifications in finance and leadership.
Parental Leave: An industry-leading policy providing up to 16 weeks of fully paid leave (8 weeks for all parents plus 8 additional weeks for birth parents).

To apply for this job please visit www.scotiabank.com.