Entrepreneurial Financial Planner for Affluent Clients

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

Job summary

A leading bank in the Americas is seeking a Financial Planner to develop and deepen mass affluent client relationships through personalized financial planning advice. Your role will include driving investment sales and acquiring new clients within a flexible, entrepreneurial environment. Ideal candidates will have at least 3 years of relevant experience along with the necessary certifications. This mobile role promotes a culture that values diversity, respect, and inclusion.

Benefits

Flexible work environment

Access to marketing support

Diversity and inclusion programs

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current mutual fund certification fulfilling CIRO licensing.
• Extensive knowledge of competitive offerings and regulatory environment.

Responsibilities

• Build and deepen mass affluent client relationships.
• Drive investment sales and new client acquisition.
• Participate in local professional community events.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Knowledge of market trends

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual fund certification

Tools

Financial planning software

CRM software

Job description

A leading bank in the Americas is seeking a Financial Planner to develop and deepen mass affluent client relationships through personalized financial planning advice. Your role will include driving investment sales and acquiring new clients within a flexible, entrepreneurial environment. Ideal candidates will have at least 3 years of relevant experience along with the necessary certifications. This mobile role promotes a culture that values diversity, respect, and inclusion.