Entrepreneurial Financial Planner - Flexible, Mobile Role

Scotiabank; Fort McMurray; Vor Ort; CAD 75.000 - 110.000; Vollzeit

Benefits dieser Stelle

Entrepreneurial culture

Flexible hours

Competitive compensation

Marketing support

Mobile technology

CRM tools

Diversity & inclusion

Zusammenfassung

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by delivering high quality investment advice and planning within the mass affluent market. You’ll meet clients on your schedule, build your practice, and collaborate within the Scotia Global Asset Management framework and the broader branch network.

The role emphasizes driving investment sales, acquiring new clients, and delivering tailored financial planning services while operating within regulatory standards

Qualifikationen

• 3 years of experience in financial planning and investment sales.
• MFDA licensing current accreditation and good standing.
• PFP and/or CFP designation.
• Proven networking and client acquisition skills.
• Entrepreneurial, self-motivated and able to work with minimal supervision.

Aufgaben

• Drive investment sales and new client acquisition within the assigned market.
• Provide client-centric financial planning and investment solutions.
• Develop business opportunities by engaging with prospects and COIs.
• Adhere to Global Sales Principles and regulatory requirements.

Kenntnisse

Networking

Client acquisition

Financial planning

Investment sales

Regulatory knowledge

Entrepreneurial mindset

Ausbildung

MFDA licensing

PFP designation

CFP designation

Tools

CRM software

Jobbeschreibung

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by delivering high quality investment advice and planning within the mass affluent market. You’ll meet clients on your schedule, build your practice, and collaborate within the Scotia Global Asset Management framework and the broader branch network.

The role emphasizes driving investment sales, acquiring new clients, and delivering tailored financial planning services while operating within regulatory standards