Mass Affluent Financial Planner — Flexible Hours & Growth

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

Job summary

A leading financial institution in Canada is seeking a Financial Planning Specialist to drive investment sales and acquire new clients in Guelph. The ideal candidate has at least 3 years of experience in financial planning, holding a Mutual Funds designation and other finance-related certifications. This role offers a flexible work environment and the opportunity to build long-lasting client relationships.

Benefits

Flexible work environment

Access to leading-edge resources

Compensation structure with base plus variable pay

Qualifications

• 3 years of experience in financial planning and investment sales.
• Must be a Mutual funds certified professional with current accreditation.
• Experience building and maintaining Centres of Influence (COIs).
• Extensive knowledge of competitive offerings and market trends.

Responsibilities

• Drive investment sales and new client acquisition.
• Promote development and sustainable growth of investment business.
• Actively participate in community events and conduct seminars.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Interpersonal skills

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual funds certified professional

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Canada is seeking a Financial Planning Specialist to drive investment sales and acquire new clients in Guelph. The ideal candidate has at least 3 years of experience in financial planning, holding a Mutual Funds designation and other finance-related certifications. This role offers a flexible work environment and the opportunity to build long-lasting client relationships.