Financial Planner: Grow Wealth for Mass Affluent (Remote)

Scotiabank; Sydney; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join Scotiabank as a Financial Planner, where you will leverage your expertise in financial planning to build and maintain client relationships within the mass affluent market. Enjoy the flexibility of a mobile role while driving investment sales and adhering to regulatory requirements. This position offers a dynamic environment with opportunities for professional growth and a supportive culture centered on diversity and inclusion.

Benefits

Flexible work environment

Access to resources and marketing support

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current MFDA licensing requirements.
• Extensive knowledge of market trends and regulations.

Responsibilities

• Drive investment sales and new client acquisition.
• Execute business development plans.
• Network in the community and provide client-centric investment solutions.

Skills

Networking

Client Acquisition

Interpersonal Skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Job description

Join Scotiabank as a Financial Planner, where you will leverage your expertise in financial planning to build and maintain client relationships within the mass affluent market. Enjoy the flexibility of a mobile role while driving investment sales and adhering to regulatory requirements. This position offers a dynamic environment with opportunities for professional growth and a supportive culture centered on diversity and inclusion.