Financial Planner - Flexible, Mobile Role (Niagara Region)

Scotiabank; St. Catharines; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada seeks a Financial Planner to develop relationships with mass affluent clients. Responsibilities include driving investment sales, engaging in client outreach, and establishing business opportunities in the Niagara region. Ideal candidates have extensive financial planning experience and strong interpersonal skills, with certifications like CFP or PFP. This position offers flexibility in working hours and a performance-based compensation structure.

Benefits

Flexible work environment

Access to leading-edge resources

Partnership with retail branches

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation for CIRO licensing requirements.
• Proven skills in building Centres of Influence (COIs).
• Extensive knowledge of market trends and regulatory environment.

Responsibilities

• Develop and deepen relationships with mass affluent clients.
• Engage in proactive client outreach and drive investment sales.
• Establish business development opportunities within the assigned market area.

Skills

Networking

Client acquisition

Interpersonal skills

Financial planning

Education

Mutual fund certification

Personal Financial Planning (PFP®)

Certified Financial Planner (CFP®)

Job description

A leading bank in Canada seeks a Financial Planner to develop relationships with mass affluent clients. Responsibilities include driving investment sales, engaging in client outreach, and establishing business opportunities in the Niagara region. Ideal candidates have extensive financial planning experience and strong interpersonal skills, with certifications like CFP or PFP. This position offers flexibility in working hours and a performance-based compensation structure.