Financial Planner - Flexible Hours & Growth Opportunities

Scotiabank; Truro; On-site; CAD 65,000 - 95,000; Full time

Job summary

Scotiabank in Canada seeks a Financial Planner to grow mass affluent client relationships by delivering high-quality advice and service, leveraging networks and centres of influence.

You will engage in proactive outreach to external clients and deepen connections with existing clients, with a flexible schedule and base plus incentive pay.

Join a team within a supportive, inclusive culture and access to Scotiabank resources to help clients achieve financial goals.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with current accreditation and good standing for CIRO licensing requirements.
• Personal Financial Planning (PFP) designation and/or a CFP designation completed.
• Proven networking and client acquisition skills; experience building Centres of Influence (COIs).
• Independent, self-motivated, entrepreneurial with ability to work in a team.
• Knowledge of competitive offerings, market trends, and regulatory environment.

Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients in the assigned market area.
• Join a purpose-driven team committed to results in an inclusive, high-performing culture.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial

Self-motivated

Regulatory knowledge

Driver's license

Education

CIRO licensing (Investment Funds in Canada or Canadian Securities Course)

PFP designation

CFP designation

Job description

Scotiabank in Canada seeks a Financial Planner to grow mass affluent client relationships by delivering high-quality advice and service, leveraging networks and centres of influence.

You will engage in proactive outreach to external clients and deepen connections with existing clients, with a flexible schedule and base plus incentive pay.

Join a team within a supportive, inclusive culture and access to Scotiabank resources to help clients achieve financial goals.