Entrepreneurial Financial Planner for Mass Affluent

Scotiabank; Red Deer; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

Join Scotiabank as a Financial Planner, delivering high-quality advice and service within the mass affluent market. You will leverage your networks to build lasting client relationships while driving investment sales and new client acquisition. Enjoy the flexibility of a mobile role that rewards you for growing and maintaining your client base in an inclusive, diverse environment that prioritizes your success.

Benefits

Freedom to develop your career

Fast-paced, flexible work environment

Compensation structure with variable pay

Access to leading-edge resources

Culture promoting diversity, respect, and inclusion

Qualifications

• 3 years of experience in financial planning and investment sales.
• Proven skills in networking and client acquisition.
• Knowledge of market trends and regulatory conditions.

Responsibilities

• Developing and deepening client relationships with personalized advice.
• Executing business development plans for the mass affluent market.
• Participating in community events to expand networking opportunities.

Skills

Networking

Client Acquisition

Interpersonal Skills

Entrepreneurial Mindset

Education

Personal Financial Planning designation

Certified Financial Planner designation

MFDA licensing requirements

Tools

Financial Planning Software

CRM Tools

Job description

Join Scotiabank as a Financial Planner, delivering high-quality advice and service within the mass affluent market. You will leverage your networks to build lasting client relationships while driving investment sales and new client acquisition. Enjoy the flexibility of a mobile role that rewards you for growing and maintaining your client base in an inclusive, diverse environment that prioritizes your success.