Flexible Hours Financial Planner - Grow Client Wealth

Scotiabank; Brantford; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join a purpose-driven team at Scotiabank as a Financial Planner, where you will cultivate client relationships and deliver high-quality investment advice. In a mobile role, you will enjoy the flexibility of meeting clients at their convenience while adhering to a comprehensive financial planning framework. This position offers a competitive compensation structure along with opportunities for professional growth and community involvement.

Benefits

Access to dedicated marketing support

Flexible work environment

Entrepreneurial culture

Rewards for client base growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation in good standing for MFDA licensing requirements.
• Knowledge of competitive offerings and regulatory environments.

Responsibilities

• Developing and deepening client relationships within the mass affluent market.
• Driving investment sales and new client acquisition.
• Conducting community involvement initiatives to promote financial seminars.

Skills

Networking

Client Acquisition

Interpersonal Skills

Entrepreneurial Mindset

Financial Planning

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Funds Certified Professional

Job description

Join a purpose-driven team at Scotiabank as a Financial Planner, where you will cultivate client relationships and deliver high-quality investment advice. In a mobile role, you will enjoy the flexibility of meeting clients at their convenience while adhering to a comprehensive financial planning framework. This position offers a competitive compensation structure along with opportunities for professional growth and community involvement.