Financial Planner - Flexible Hours, Build Your Client Base

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

Job summary

A leading financial institution in Windsor is looking for a Financial Planner to provide investment and financial planning advice to clients. The ideal candidate will have at least 3 years of experience in financial planning, excellent networking skills, and a commitment to achieving client goals. The role offers a flexible work environment and a competitive compensation structure that rewards client acquisition and retention.

Benefits

Flexible work environment

Dedicated marketing support

Access to leading-edge resources

Qualifications

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

Responsibilities

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

Skills

Networking skills

Client acquisition

Interpersonal skills

Goal oriented

Entrepreneurial spirit

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certified

Job description

A leading financial institution in Windsor is looking for a Financial Planner to provide investment and financial planning advice to clients. The ideal candidate will have at least 3 years of experience in financial planning, excellent networking skills, and a commitment to achieving client goals. The role offers a flexible work environment and a competitive compensation structure that rewards client acquisition and retention.