Entrepreneurial Financial Planner - Flexible, Mobile Practice

Scotiabank; Smiths Falls; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner based in Smiths Falls, Ontario. This role focuses on developing client relationships, providing investment and financial planning advice. The ideal candidate has at least 3 years of relevant experience, possesses necessary certifications, and values flexible working arrangements. Join a collaborative team dedicated to customer success and inclusivity.

Benefits

Access to leading-edge resources

Flexible work environment

Compensation structure that rewards client base growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation and good standing for MFDA licensing requirements.
• Extensive knowledge of competitive offerings, market trends, and regulatory environment.

Responsibilities

• Promote the development and sustainable growth of proprietary investment business.
• Establish business development opportunities with prospects and clients.
• Provide client-centric investment solutions through a financial planning framework.

Skills

Networking skills

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certification

Tools

CRM software

Financial planning software

Job description

A leading financial institution is seeking a Financial Planner based in Smiths Falls, Ontario. This role focuses on developing client relationships, providing investment and financial planning advice. The ideal candidate has at least 3 years of relevant experience, possesses necessary certifications, and values flexible working arrangements. Join a collaborative team dedicated to customer success and inclusivity.