Entrepreneurial Financial Planner - Flexible Hours & Travel

Scotiabank; Antigonish; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Mobile role with travel

Base plus variable pay

Job summary

Scotiabank is seeking a Financial Planner to develop and deepen mass affluent client relationships by delivering high-quality investment advice and financial planning services. The role involves proactive outreach to external clients and collaboration with internal partners to access the full range of Scotiabank resources.

You will drive client acquisition, cultivate Centres of Influence, and participate in community events to expand your network and grow your practice across the assigned market

Qualifications

• 3+ years of experience in financial planning and investment sales.
• CIRO licensing (Investments Funds in Canada or Canadian Securities Course) is required.
• PFP and/or CFP designation is preferred.

Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Establish business development opportunities with prospects and existing clients in the assigned market area.
• Provide client-centric investment solutions through a financial planning framework and proactive outreach.
• Engage with local professionals and communities to expand the client base and referral network.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Self-motivated

Market knowledge

Education

CIRO licensing (Canadian Securities Course)

PFP designation

CFP designation

Mutual fund certification

Job description

Scotiabank is seeking a Financial Planner to develop and deepen mass affluent client relationships by delivering high-quality investment advice and financial planning services. The role involves proactive outreach to external clients and collaboration with internal partners to access the full range of Scotiabank resources.

You will drive client acquisition, cultivate Centres of Influence, and participate in community events to expand your network and grow your practice across the assigned market