Entrepreneurial Financial Planner: Flexible Hours & Growth

Scotiabank; Halifax; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join Scotiabank as a Financial Planner and leverage your skills to build durable client relationships and drive growth in a dynamic market. You will provide tailored investment and financial planning advice, while enjoying the autonomy of a mobile role that allows you to meet clients anywhere at their convenience. With comprehensive support and an inclusive culture, Scotiabank empowers you to excel and succeed in your career.

Benefits

Access to leading-edge resources

Flexible work environment

Compensation structure that rewards client growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Good standing for MFDA licensing requirements.
• Valid driver's license and access to a vehicle.

Responsibilities

• Develop and deepen client relationships within the mass affluent market.
• Drive investment sales and new client acquisition.
• Participate in local professional and community events to expand network.

Skills

Networking

Client Acquisition

Interpersonal Skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Funds Certified Professional

Job description

Join Scotiabank as a Financial Planner and leverage your skills to build durable client relationships and drive growth in a dynamic market. You will provide tailored investment and financial planning advice, while enjoying the autonomy of a mobile role that allows you to meet clients anywhere at their convenience. With comprehensive support and an inclusive culture, Scotiabank empowers you to excel and succeed in your career.