Flexible Financial Planner - Grow Your Client Base

Scotiabank; City of Moncton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Moncton is seeking a Financial Planner to build and strengthen client relationships. This role involves delivering tailored investment and financial advice, driving sales, and actively engaging with the community to identify business opportunities. Candidates should have 3+ years in financial planning, relevant certifications, and strong interpersonal skills. Join us in a supportive, flexible work environment that values client success and community involvement.

Benefits

Flexible work environment

Comprehensive marketing support

Access to advanced technology

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation for CIRO licensing requirements.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Deliver personalized investment and financial planning advice.
• Participate in community events to develop prospects.

Skills

Financial planning experience

Investment sales

Interpersonal skills

Client acquisition

Networking

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual fund certification

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Moncton is seeking a Financial Planner to build and strengthen client relationships. This role involves delivering tailored investment and financial advice, driving sales, and actively engaging with the community to identify business opportunities. Candidates should have 3+ years in financial planning, relevant certifications, and strong interpersonal skills. Join us in a supportive, flexible work environment that values client success and community involvement.