Entrepreneurial Financial Planner — Flexible Hours & Growth

Scotiabank; Comox; Vor Ort; CAD 85.000 - 130.000; Vollzeit

Benefits dieser Stelle

Entrepreneurial culture

Flexible hours / work arrangement

Marketing and CRM support

Mobile technology access

Access to Scotia Global Asset Mgmt

Diversity, respect and inclusion

Zusammenfassung

Scotiabank is seeking a Financial Planner to grow mass affluent relationships by delivering high-quality financial planning and investment advice. The role emphasizes proactive outreach, networking, and building long-term client partnerships, both outside and inside Scotiabank.

Based in Comox Valley, BC, this mobile role requires travel across the district and offers base plus variable pay with access to modern tools and marketing support to help you build a thriving practice within the bank's

Qualifikationen

• 3+ years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing.
• PFP and/or CFP designation.
• Proven networking and client acquisition skills; experience building Centres of Influence (COIs).
• Entrepreneurial, self-motivated, able to work independently within a larger team.
• Valid driver’s license and access to a vehicle.

Aufgaben

• Drive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Kenntnisse

Networking

Client acquisition

Entrepreneurial mindset

Interpersonal skills

Self-motivated

Ausbildung

CIRO licensing (Investment Funds in Canada / Canadian Securities Course)

PFP designation

CFP designation

Jobbeschreibung

Scotiabank is seeking a Financial Planner to grow mass affluent relationships by delivering high-quality financial planning and investment advice. The role emphasizes proactive outreach, networking, and building long-term client partnerships, both outside and inside Scotiabank.

Based in Comox Valley, BC, this mobile role requires travel across the district and offers base plus variable pay with access to modern tools and marketing support to help you build a thriving practice within the bank's