External Financial Planner - Flexible Hours & Growth

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

Job summary

A major bank in Canada is seeking a Financial Planner in Terrace. In this role, you will develop client relationships and provide personalized financial advice. Candidates should have significant experience in financial planning and investment sales, along with relevant qualifications. This position offers flexibility in hours and a compensation structure based on client base growth. Join a diverse and inclusive workplace.

Benefits

Access to leading-edge resources

Flexible work environment

Compensation structure rewards client base growth

Diversity-promoting work culture

Qualifications

• 3 years of experience in financial planning and investment sales.
• Proven networking and interpersonal skills.
• Valid driver's license and access to a vehicle for client meetings.

Responsibilities

• Drive investment sales and client acquisition.
• Establish business development opportunities.
• Participate in local events to expand your network.

Skills

Financial planning and investment sales

Networking

Client acquisition

Interpersonal skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual fund certified professional

Tools

Customer relationship management (CRM) software

Financial planning software

Job description

A major bank in Canada is seeking a Financial Planner in Terrace. In this role, you will develop client relationships and provide personalized financial advice. Candidates should have significant experience in financial planning and investment sales, along with relevant qualifications. This position offers flexibility in hours and a compensation structure based on client base growth. Join a diverse and inclusive workplace.