Flexible-Hours Financial Planner | Grow Your Client Network

Scotiabank; Prince George; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Travel opportunities

Flexible hours

Marketing support

Job summary

Scotiabank in Prince George, BC is seeking a Financial Planner to develop and deepen mass affluent client relationships by delivering quality investment advice and financial planning services. You will leverage networks and centres of influence to grow a practice, including meeting clients outside the office on a flexible schedule.

The role involves building relationships across internal teams and Scotiabank resources to deliver holistic financial solutions while maintaining compliance and a

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Completed or in-progress Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP).
• Proven networking, client acquisition and interpersonal skills; experience building Centres of Influence (COIs).
• Goal-oriented and entrepreneurial; able to work independently and as part of a team.
• Knowledge of market trends, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle to meet clients in the district.

Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Establish business development opportunities with prospects and clients within the market area.
• Join a purpose-driven team and maintain strong relationships with internal partnerships to access bank resources.
• Provide client-centric investment solutions through a financial planning framework and proactive outreach.
• Network with investment industry specialists and manage a budget for independent marketing activities.

Skills

Networking

Client acquisition

Entrepreneurial mindset

Communication

Relationship building

Education

CIRO licensing (Investments Funds in Canada or Canadian Securities Course)

PFP designation and/or CFP designation

Tools

CRM

Financial planning software

Job description

Scotiabank in Prince George, BC is seeking a Financial Planner to develop and deepen mass affluent client relationships by delivering quality investment advice and financial planning services. You will leverage networks and centres of influence to grow a practice, including meeting clients outside the office on a flexible schedule.

The role involves building relationships across internal teams and Scotiabank resources to deliver holistic financial solutions while maintaining compliance and a