Financial Planner: Flexible Hours, Build a Thriving Practice

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

Job summary

A leading North American bank is seeking a Financial Planner in Squamish to develop client relationships and drive investment sales. This role offers flexibility to meet clients and a commission-based compensation. Ideal candidates possess financial planning certifications, strong networking abilities, and at least 3 years of experience in investment sales. Join a team committed to delivering high-quality financial advice in an inclusive culture.

Benefits

Flexible work environment

Marketing support

Leading-edge resources

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current MFDA licensing.
• Proven networking, client acquisition and interpersonal skills.

Responsibilities

• Develop and deepen client relationships.
• Drive investment sales and new client acquisition.
• Participate in local professional and community events.

Skills

Networking

Client Acquisition

Interpersonal Skills

Financial Planning

Education

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Mutual Funds Certification

Job description

A leading North American bank is seeking a Financial Planner in Squamish to develop client relationships and drive investment sales. This role offers flexibility to meet clients and a commission-based compensation. Ideal candidates possess financial planning certifications, strong networking abilities, and at least 3 years of experience in investment sales. Join a team committed to delivering high-quality financial advice in an inclusive culture.