Entrepreneurial Financial Planner — Regina & Surrounding Area

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

Job summary

A leading bank in the Americas seeks a Financial Planner in Regina to build and deepen client relationships, providing high-quality financial and investment planning advice. The role emphasizes entrepreneurial skills and involves business development, community engagement, and maintaining a client-focused approach. The successful candidate will possess 3+ years of experience in financial planning, hold relevant certifications, and have strong networking abilities.

Benefits

Flexible work hours

Access to marketing support

Diversity and inclusion initiatives

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation and good standing for MFDA licensing.
• Extensive knowledge of market trends, economic conditions, and regulatory environment.
• A valid driver's license and access to a vehicle.

Responsibilities

• Execute business development plans for prospects and existing clients.
• Provide client-centric investment solutions.
• Participate actively in local professional and community events.

Skills

Networking

Client acquisition

Interpersonal skills

Goal oriented

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual funds certification

Job description

A leading bank in the Americas seeks a Financial Planner in Regina to build and deepen client relationships, providing high-quality financial and investment planning advice. The role emphasizes entrepreneurial skills and involves business development, community engagement, and maintaining a client-focused approach. The successful candidate will possess 3+ years of experience in financial planning, hold relevant certifications, and have strong networking abilities.