Entrepreneurial Financial Planner - Flexible Hours & Travel

Scotiabank; Edmonton; On-site; CAD 60,000 - 100,000; Full time

Job summary

A leading financial institution in Canada is seeking a candidate for a role focused on business development and client-centric investment solutions. The ideal applicant has extensive experience in financial planning, possesses relevant certifications, and can thrive in a flexible, entrepreneurial environment. This role offers a compensation structure that rewards client growth and maintenance, and promotes a culture of diversity and inclusion.

Benefits

Flexible work environment

Entrepreneurial culture

Access to leading-edge resources

Diversity and inclusion promotion

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation for MFDA licensing requirements.
• Extensive knowledge of market trends and economic conditions.

Responsibilities

• Execute business development plans for mass affluent market.
• Provide client-centric investment solutions.
• Participate in community events and expand network.

Skills

Networking

Client acquisition

Financial planning

Entrepreneurial spirit

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certification

Job description

A leading financial institution in Canada is seeking a candidate for a role focused on business development and client-centric investment solutions. The ideal applicant has extensive experience in financial planning, possesses relevant certifications, and can thrive in a flexible, entrepreneurial environment. This role offers a compensation structure that rewards client growth and maintenance, and promotes a culture of diversity and inclusion.