Financial Planner - Flexible Hours, Entrepreneurial Practice

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

Job summary

A prominent financial institution in Canada is seeking a Financial Planner responsible for client relationship management and providing tailored investment advice. The role offers flexibility in meeting clients and a culture that values diversity. Candidates should have 3+ years of financial planning experience and relevant certifications. This position includes a compensation structure based on base salary plus variable pay.

Benefits

Flexible work environment

Access to leading-edge resources

Support for career development

Rewards for client base growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Accreditation and good standing for MFDA licensing.
• Proficient in conducting needs analysis and financial planning.

Responsibilities

• Develop business plans for prospects and existing clients.
• Provide client-centric investment solutions.
• Participate in local professional events to grow your network.

Skills

Networking skills

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Market knowledge

Education

Personal Financial Planning designation

Certified Financial Planner designation

Mutual funds certification

Job description

A prominent financial institution in Canada is seeking a Financial Planner responsible for client relationship management and providing tailored investment advice. The role offers flexibility in meeting clients and a culture that values diversity. Candidates should have 3+ years of financial planning experience and relevant certifications. This position includes a compensation structure based on base salary plus variable pay.