Financial Planner: Build a Mobile, Client-Centric Practice

Scotiabank; British Columbia; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to develop client relationships and deliver tailored financial advice. You will proactively engage with both internal and external clients to drive investment sales while promoting business development opportunities. The role requires extensive experience in financial planning, solid networking skills, and a CFP designation. The position offers a flexible schedule to meet clients conveniently, access to leading technology and marketing support, and a work culture that emphasizes diversity and inclusion.

Benefits

Flexible work environment

Dedicated marketing support

Diversity and inclusion initiatives

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified with current CIRO licensing.
• Extensive knowledge of financial market trends and regulatory environment.

Responsibilities

• Drive investment sales and new client acquisition.
• Promote business development with mass affluent clients.
• Conduct community events to expand network.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Education

Certified Financial Planner (CFP)

Personal Financial Planning (PFP)

Job description

A leading financial institution is seeking a Financial Planner to develop client relationships and deliver tailored financial advice. You will proactively engage with both internal and external clients to drive investment sales while promoting business development opportunities. The role requires extensive experience in financial planning, solid networking skills, and a CFP designation. The position offers a flexible schedule to meet clients conveniently, access to leading technology and marketing support, and a work culture that emphasizes diversity and inclusion.