Entrepreneurial Financial Planner — Flexible Hours & Travel

Scotiabank; Northeastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a motivated professional to drive business development in investment solutions within the mass affluent market. The role requires strong networking skills, experience in financial planning, and a focus on client relationships. It offers an entrepreneurial culture, flexibility in meeting clients, and a compensation structure rewarding client base growth. Candidates should have relevant designations and a valid driver's license.

Benefits

Flexible work environment

Access to leading-edge resources

Diversity and inclusion culture

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation.
• Extensive knowledge of competitive offerings and market trends.
• Valid driver's license and access to a vehicle.

Responsibilities

• Execute business development plans within the mass affluent market.
• Provide client-centric investment solutions and conduct market analysis.
• Participate in community events to grow prospects.
• Network with investment industry specialists.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Interpersonal skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Job description

A leading financial services provider is seeking a motivated professional to drive business development in investment solutions within the mass affluent market. The role requires strong networking skills, experience in financial planning, and a focus on client relationships. It offers an entrepreneurial culture, flexibility in meeting clients, and a compensation structure rewarding client base growth. Candidates should have relevant designations and a valid driver's license.