Financial Planner | Flexible Hours, Mobile Practice Growth

Scotiabank; San Juan de Terranova; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in St John's, Newfoundland and Labrador, seeks a Financial Planner to develop client relationships and provide tailored investment advice. The role offers a flexible work environment with opportunities for community engagement and a compensation structure that rewards a growing client base. Ideal candidates will have experience in financial planning, a certification in mutual funds, and excellent networking abilities.

Benefits

Entrepreneurial culture

Fast-paced flexible work environment

Access to leading-edge resources

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation.
• Experience building and maintaining Centres of Influence.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions through a financial planning framework.
• Participate actively in local professional and community events.

Skills

Networking

Client acquisition

Interpersonal skills

Education

Personal Financial Planning designation

Certified Financial Planner designation

Mutual funds certification

Tools

CRM software

Financial planning software

Job description

A leading financial institution in St John's, Newfoundland and Labrador, seeks a Financial Planner to develop client relationships and provide tailored investment advice. The role offers a flexible work environment with opportunities for community engagement and a compensation structure that rewards a growing client base. Ideal candidates will have experience in financial planning, a certification in mutual funds, and excellent networking abilities.