Flexible, Mobile Financial Planner for Wealth Growth

Scotiabank; North Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A prominent financial institution is seeking a Financial Planner in North Vancouver. The role focuses on developing client relationships, providing financial advice, and driving investment sales. Candidates should have a strong background in financial planning and networking skills, along with required certifications. The position offers flexibility in work hours and a supportive environment to build long-lasting client relationships.

Benefits

Flexible work environment

Competitive compensation structure

Access to leading-edge resources

Qualifications

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

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions through a financial planning framework.
• Participate actively in local professional and community events.

Skills

Investment sales

Networking

Client service

Financial planning

Education

Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP)

Mutual Funds Certified Professional

Job description

A prominent financial institution is seeking a Financial Planner in North Vancouver. The role focuses on developing client relationships, providing financial advice, and driving investment sales. Candidates should have a strong background in financial planning and networking skills, along with required certifications. The position offers flexibility in work hours and a supportive environment to build long-lasting client relationships.