Growth-Focused Financial Planner with Flexible Hours

Scotiabank; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking an experienced Financial Planner to develop and deepen client relationships by providing tailored financial advice and investment solutions. The ideal candidate has a strong background in financial planning, proven networking skills, and a passion for community involvement. This role offers flexibility and a compensation structure that rewards client growth while providing access to leading-edge resources and a supportive work environment.

Benefits

Flexible working hours

Access to marketing support

Diversity and inclusion focus

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing.
• Proven networking and interpersonal skills.

Responsibilities

• Execute business development plans for mass affluent clients.
• Provide tailored investment solutions through financial planning.
• Participate in local community events and build market profile.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Community involvement

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual fund certification

Job description

A leading bank in the Americas is seeking an experienced Financial Planner to develop and deepen client relationships by providing tailored financial advice and investment solutions. The ideal candidate has a strong background in financial planning, proven networking skills, and a passion for community involvement. This role offers flexibility and a compensation structure that rewards client growth while providing access to leading-edge resources and a supportive work environment.