Entrepreneurial Financial Planner — Regina & Surrounding Area

Scotiabank; Regina; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial institution in Regina is seeking a financial planner to build and deepen client relationships, provide high-quality financial and investment planning advice, and engage in business development and community engagement. The ideal candidate will have over 3 years of experience in financial planning, hold relevant certifications, and possess strong networking abilities. This role offers the opportunity to work closely with clients in a vibrant community environment.

Qualifications

• 3+ years of experience in financial planning required.
• Relevant certifications must be held.
• Strong networking abilities needed.

Responsibilities

• Build and deepen client relationships.
• Provide high-quality financial and investment planning advice.
• Engage in business development and community engagement.

Skills

Client relationship management

Financial planning

Networking

Education

Relevant certifications in financial planning

Job description

Responsibilities

Build and deepen client relationships, provide high-quality financial and investment planning advice, emphasize entrepreneurial skills, engage in business development and community engagement, and maintain a client-focused approach.

Qualifications

3+ years of experience in financial planning, hold relevant certifications, and have strong networking abilities.

Location

Regina