Entrepreneurial Financial Planner Flexible Hours for Clients

Scotiabank; Laval; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join Scotiabank as a Financial Planner, where you will develop and deepen client relationships within the mass affluent market. This role focuses on providing high-quality investment and financial planning advice while driving sales. You'll enjoy an entrepreneurial culture, a flexible work environment, and opportunities for growth, all while working within an inclusive team. Ideal candidates have at least three years of experience in financial planning, possess necessary certifications, and have proven networking abilities.

Benefits

Flexible work environment

Access to marketing support and advanced technology

Diversity and inclusion initiatives

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation and good standing for MFDA licensing requirements.
• Proven networking skills and experience building Centres of Influence.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Execute business development plans for prospects and existing clients.

Skills

Financial planning

Client acquisition

Networking

Interpersonal skills

Education

Mutual funds certification

IPF designation

Job description

Join Scotiabank as a Financial Planner, where you will develop and deepen client relationships within the mass affluent market. This role focuses on providing high-quality investment and financial planning advice while driving sales. You'll enjoy an entrepreneurial culture, a flexible work environment, and opportunities for growth, all while working within an inclusive team. Ideal candidates have at least three years of experience in financial planning, possess necessary certifications, and have proven networking abilities.