Financial Planner - Mass Affluent, Flexible Schedule

Scotiabank; Belleville; Hybrid; CAD 80,000 - 115,000; Full time

Benefits offered by this job

Flexible work hours

Dedicated marketing support

Access to advanced technology

Job summary

A leading financial institution in Ontario is seeking a Financial Planner to develop client relationships and provide investment advice. You will leverage your entrepreneurial abilities to acquire new clients and deepen existing connections, while working within a supportive team environment. The role offers flexibility in scheduling client meetings and a compensation structure that rewards your success. Ideal candidates will have relevant financial planning certifications and a strong background in investment sales.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current MFDA licensing requirements or equivalent.
• Ability to work independently and as part of a team.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Build and maintain community network.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Market trends knowledge

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual Funds accredited professional

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Ontario is seeking a Financial Planner to develop client relationships and provide investment advice. You will leverage your entrepreneurial abilities to acquire new clients and deepen existing connections, while working within a supportive team environment. The role offers flexibility in scheduling client meetings and a compensation structure that rewards your success. Ideal candidates will have relevant financial planning certifications and a strong background in investment sales.