Entrepreneurial Financial Planner: Grow Your Client Network

Scotiabank; Quesnel; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in British Columbia is seeking a Financial Planner to develop client relationships and provide investment advice. The ideal candidate will have significant experience in financial planning, strong networking skills, and a goal-oriented mindset. This role allows for flexibility in meeting clients and includes a compensation structure that rewards client growth, supported by marketing resources. Join a company that values diversity and inclusion.

Benefits

Entrepreneurial culture

Flexible working hours

Marketing support

Leading CRM tools

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certification in good standing.
• Valid driver's license and access to a vehicle.

Responsibilities

• Promote business development plans within the mass affluent market.
• Provide client-centric investment solutions.
• Participate in community events to expand your network.

Skills

Networking

Client acquisition

Interpersonal skills

Financial planning

Entrepreneurial spirit

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Job description

A leading financial institution in British Columbia is seeking a Financial Planner to develop client relationships and provide investment advice. The ideal candidate will have significant experience in financial planning, strong networking skills, and a goal-oriented mindset. This role allows for flexibility in meeting clients and includes a compensation structure that rewards client growth, supported by marketing resources. Join a company that values diversity and inclusion.