Financial Planner: Build Wealth & Client Relationships

Scotiabank; London; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Entrepreneurial culture

Flexible work environment

Career development resources

Access to leading-edge technologies

Diversity and inclusion emphasis

Job summary

A leading financial services provider is seeking a Financial Planner in London, Ontario. The role focuses on developing client relationships, driving investment sales, and providing tailored financial advice. Ideal candidates should have a strong background in financial planning, relevant certifications, and experience in client acquisition. This position offers flexibility in work hours and opportunities to engage with the community, underlining a commitment to high-quality service and client satisfaction.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified, with current MFDA licensing.
• Experience in building Centres of Influence.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Participate in community events to expand the network.

Skills

Financial planning experience

Client acquisition skills

Networking skills

Entrepreneurial mindset

Knowledge of market trends

Interpersonal skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certification

Tools

CRM software

Financial planning software

Mobile technology

Job description

A leading financial services provider is seeking a Financial Planner in London, Ontario. The role focuses on developing client relationships, driving investment sales, and providing tailored financial advice. Ideal candidates should have a strong background in financial planning, relevant certifications, and experience in client acquisition. This position offers flexibility in work hours and opportunities to engage with the community, underlining a commitment to high-quality service and client satisfaction.