Financial Planner - Flexible Hours, Client Investing

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

Job summary

A leading bank in the Americas seeks a Financial Planner in Brampton to develop client relationships and provide tailored investment advice. This role requires strong networking and interpersonal skills, with a focus on achieving clients' financial goals. The ideal candidate will have a PFP or CFP designation and 3 or more years of experience in financial planning. A flexible working culture is offered, emphasizing entrepreneurship and community involvement.

Benefits

Flexible work environment

Access to dedicated marketing support

Diversity and inclusion initiatives

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Current accreditation and good standing for CIRO licensing requirements.
• Extensive knowledge of competitive offerings and market trends.

Responsibilities

• Build and leverage client relationships.
• Drive investment sales and new client acquisition.
• Conduct outbound communications to prospects.

Skills

Networking skills

Client acquisition

Interpersonal skills

Goal-oriented

Entrepreneurial mindset

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual fund certification

Tools

CRM software

Financial planning software

Job description

A leading bank in the Americas seeks a Financial Planner in Brampton to develop client relationships and provide tailored investment advice. This role requires strong networking and interpersonal skills, with a focus on achieving clients' financial goals. The ideal candidate will have a PFP or CFP designation and 3 or more years of experience in financial planning. A flexible working culture is offered, emphasizing entrepreneurship and community involvement.