Entrepreneurial Financial Planner: Flexible Hours & Client Growth

Scotiabank; Sydney; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A prominent financial institution in Sydney, Nova Scotia is seeking a Financial Planner to develop client relationships and provide tailored financial advice. The role emphasizes business development and investment sales in a flexible, mobile work environment. Ideal candidates will have a strong background in financial planning and investment, with relevant certifications, and the ability to grow and maintain client networks. Enjoy a culture that promotes diversity and offers opportunities for career growth.

Benefits

Flexible work hours

Entrepreneurial culture

Access to leading-edge resources

Support for professional growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Good standing with CIRO licensing requirements.
• Proven interpersonal skills and experience building networks.

Responsibilities

• Drive investment sales and new client acquisition.
• Execute business development plans for mass affluent clients.
• Participate actively in community events to expand the network.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Entrepreneurial mindset

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual fund certification

Tools

Customer relationship management (CRM)

Financial planning software

Job description

A prominent financial institution in Sydney, Nova Scotia is seeking a Financial Planner to develop client relationships and provide tailored financial advice. The role emphasizes business development and investment sales in a flexible, mobile work environment. Ideal candidates will have a strong background in financial planning and investment, with relevant certifications, and the ability to grow and maintain client networks. Enjoy a culture that promotes diversity and offers opportunities for career growth.