Entrepreneurial Financial Planner - Flexible Hours & Travel

Scotiabank; Rockland; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario seeks a Financial Planner to drive investment sales and client acquisition. The ideal candidate will focus on client relationships, offering tailored financial planning advice within a flexible work environment. You will leverage your expertise in investment solutions, community involvement, and nurturing long-term client relationships. This role offers an entrepreneurial culture and the freedom to set your schedule.

Benefits

Flexible work environment

Access to leading-edge resources

Diversity and inclusion culture

Qualifications

• 3 years of experience in financial planning and investment sales.
• Knowledge of competitive offerings and market trends.
• Valid driver's license and access to a vehicle.

Responsibilities

• Drive investment sales and client acquisition.
• Provide client-centric investment solutions.
• Participate in local community events to expand network.

Skills

Client acquisition

Networking

Interpersonal skills

Goal oriented

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certified professional

Job description

A leading financial institution in Ontario seeks a Financial Planner to drive investment sales and client acquisition. The ideal candidate will focus on client relationships, offering tailored financial planning advice within a flexible work environment. You will leverage your expertise in investment solutions, community involvement, and nurturing long-term client relationships. This role offers an entrepreneurial culture and the freedom to set your schedule.