Entrepreneurial Financial Planner - Flexible Hours & Mobility

Scotiabank Global Site; Eastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada is seeking a Financial Planner to build and manage client relationships while delivering personalized investment advice. This role offers the flexibility to meet clients on their schedule and is suited for self-motivated individuals with strong networking skills. The position includes a compensation structure that rewards client base growth and provides access to cutting-edge resources. Frequent travel within the district is expected.

Benefits

Flexible working hours

Access to dedicated marketing support

Diversity and inclusion initiatives

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation.
• Proven networking and client acquisition skills.
• Valid drivers license and access to a vehicle.

Responsibilities

• Develop and deepen client relationships to provide high-quality advice.
• Drive investment sales and new client acquisition.
• Participate in local community events to build network.

Skills

Financial Planning

Investment Sales

Networking

Client Relationship Management

Entrepreneurial Skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Fund Certification

Tools

Customer Relationship Management (CRM) software

Financial Planning Software

Job description

A leading bank in Canada is seeking a Financial Planner to build and manage client relationships while delivering personalized investment advice. This role offers the flexibility to meet clients on their schedule and is suited for self-motivated individuals with strong networking skills. The position includes a compensation structure that rewards client base growth and provides access to cutting-edge resources. Frequent travel within the district is expected.