Financial Planner: Flexible Hours, Grow Your Practice

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

Job summary

A leading financial institution in Winnipeg is seeking a Financial Planner to develop client relationships and provide personalized investment advice. The ideal candidate will have experience in financial planning and investment sales, with strong networking skills. This role offers a flexible work environment and a compensation structure that rewards client growth. Candidates must have relevant certifications and the ability to meet clients in the designated district.

Benefits

Flexible working hours

Access to marketing support

Opportunity for career development

Compensation structure that rewards growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified with current accreditation.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Establish business development opportunities within the market.
• Provide client-centric investment solutions.

Skills

Networking skills

Client acquisition skills

Interpersonal skills

Goal-oriented

Entrepreneurial mindset

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual fund certified

Tools

CRM software

Financial planning software

Portfolio software

Job description

A leading financial institution in Winnipeg is seeking a Financial Planner to develop client relationships and provide personalized investment advice. The ideal candidate will have experience in financial planning and investment sales, with strong networking skills. This role offers a flexible work environment and a compensation structure that rewards client growth. Candidates must have relevant certifications and the ability to meet clients in the designated district.