Mass-Affluent Financial Planner — Flexible & Entrepreneurial

Scotiabank; Ottawa; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Entrepreneurial culture

Flexible hours

Mobile technology

CRM access

Marketing support

Job summary

Scotiabank in Ottawa is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing tailored investment advice and service. You will engage external and internal networks, meet clients on a schedule that fits, and build a sustainable practice through proactive outreach and collaboration with branch resources.

Compensation is base plus variable pay with mobility across the district; a strong emphasis on client-focused planning and regulatory compliance is

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing.
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP).

Responsibilities

• Drive investment sales and new client acquisition within the assigned market.
• Identify business development opportunities and coordinate investment solutions with partners.
• Build and maintain Centres of Influence and local professional networks.

Skills

Financial planning

Networking

Client acquisition

Communication

Self-motivation

Education

PFP designation

CFP designation

CIRO licensing (mutual fund)

Job description

Scotiabank in Ottawa is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing tailored investment advice and service. You will engage external and internal networks, meet clients on a schedule that fits, and build a sustainable practice through proactive outreach and collaboration with branch resources.

Compensation is base plus variable pay with mobility across the district; a strong emphasis on client-focused planning and regulatory compliance is