Financial Planner: Flexible Hours & Client Growth

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

Job summary

A leading bank in the Americas is seeking a Financial Planner in Timmins, Ontario. The role involves developing client relationships, providing high-quality financial advice, and driving investment sales while adhering to compliance. Candidates should have extensive experience in financial planning, licensing, and networking. Flexible work environment and strong support for professional growth are offered in this entrepreneurial role.

Benefits

Entrepreneurial culture

Flexible work environment

Access to leading-edge resources

Qualifications

• 3 years of experience in financial planning and investment sales.
• Good standing for MFDA licensing requirements.
• Experience building and maintaining Centres of Influence.
• A valid driver's license and access to a vehicle.

Responsibilities

• Promote business development for investment solutions.
• Provide client-centric investment advice.
• Participate in community events to expand network.
• Conduct complimentary needs analysis across financial statements.

Skills

Financial planning experience

Investment sales

Networking skills

Interpersonal skills

Goal-oriented

Education

Personal Financial Planning designation

Certified Financial Planner designation

Mutual funds certification

Job description

A leading bank in the Americas is seeking a Financial Planner in Timmins, Ontario. The role involves developing client relationships, providing high-quality financial advice, and driving investment sales while adhering to compliance. Candidates should have extensive experience in financial planning, licensing, and networking. Flexible work environment and strong support for professional growth are offered in this entrepreneurial role.