Entrepreneurial Financial Planner — Flexible Hours & Growth

Scotiabank; Saskatoon; Hybrid; CAD 75,000 - 90,000; Full time

Job summary

A leading Canadian financial institution in Saskatoon seeks a Financial Planner to develop client relationships and offer investment solutions. The ideal candidate will have experience in financial planning and possess required designations. This role allows flexibility in meeting clients and offers a competitive compensation structure, along with access to extensive resources for professional growth.

Benefits

Flexible work environment

Access to dedicated marketing support

Exceptional advice and service benefits

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with good standing.
• Completed a Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition, and interpersonal skills.

Responsibilities

• Develop and deepen client relationships focusing on high-quality advice.
• Drive investment sales and new client acquisition.
• Participate in community events to expand your network.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial spirit

Financial planning knowledge

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual funds certification

Tools

CRM software

Financial planning software

Job description

A leading Canadian financial institution in Saskatoon seeks a Financial Planner to develop client relationships and offer investment solutions. The ideal candidate will have experience in financial planning and possess required designations. This role allows flexibility in meeting clients and offers a competitive compensation structure, along with access to extensive resources for professional growth.