Financial Planner: Mass Affluent Wealth Growth

Scotiabank; Surrey; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Planner in Surrey to develop client relationships and drive investment sales. This role requires 3 years of experience in financial planning and sales, alongside a mutual funds certification and preferably PFP® or CFP® designation. The Financial Planner will focus on client-centric solutions and actively participate in community activities. Flexibility in scheduling client meetings is essential. The role offers a compensation structure based on base plus variable pay and encourages an entrepreneurial spirit.

Benefits

Flexible work environment

Access to leading resources

Compensation structure rewarding client base growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation for MFDA licensing requirements.
• Experience building and maintaining Centres of Influence.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Participate in community events to build network.

Skills

Financial planning

Investment sales

Client acquisition

Networking

Interpersonal skills

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual funds certification

Tools

CRM software

Financial planning software

Mobile technology

Job description

A leading financial institution seeks a Financial Planner in Surrey to develop client relationships and drive investment sales. This role requires 3 years of experience in financial planning and sales, alongside a mutual funds certification and preferably PFP® or CFP® designation. The Financial Planner will focus on client-centric solutions and actively participate in community activities. Flexibility in scheduling client meetings is essential. The role offers a compensation structure based on base plus variable pay and encourages an entrepreneurial spirit.