Financial Planner | Flexible Hours, Entrepreneurial Growth

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

Job summary

A major financial institution in Cambridge is seeking a Financial Planner to develop client relationships and drive investment sales. Candidates must have 3 years of experience in financial planning, relevant certifications, and strong networking skills. This role offers a flexible work environment and excellent resources to support client relationships. Competitive compensation includes base and variable pay.

Benefits

Flexible work environment

Access to leading-edge resources

Compensation structure with base and variable pay

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation and good standing for MFDA licensing requirements.
• Ability to build and maintain Centres of Influence (COIs).

Responsibilities

• Develop client relationships by providing high quality advice.
• Drive investment sales and new client acquisition.
• Participate actively in local professional and community events.

Skills

3 years of experience in financial planning and investment sales

Mutual funds certified professional

Proven networking skills

Goal oriented and entrepreneurial

Extensive knowledge of competitive offerings

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Job description

A major financial institution in Cambridge is seeking a Financial Planner to develop client relationships and drive investment sales. Candidates must have 3 years of experience in financial planning, relevant certifications, and strong networking skills. This role offers a flexible work environment and excellent resources to support client relationships. Competitive compensation includes base and variable pay.