Mobile Financial Planner | Flexible Hours & Client Growth

Scotiabank; Corner Brook; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Financial Planner in Corner Brook to develop client relationships and provide investment and financial planning advice. The role requires a minimum of 3 years of experience in financial planning, a PFP or CFP designation, and strong networking skills. You'll enjoy a flexible work environment, access to resources, and a culture promoting diversity and inclusion.

Benefits

Flexible work environment

Access to marketing support

Competitive compensation structure

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current MFDA licensing requirements.
• Successful completion of PFP and/or CFP designation.

Responsibilities

• Promote sustainable growth of proprietary investment business.
• Provide client-centric investment solutions.
• Participate in community events to expand network.

Skills

Networking skills

Client acquisition

Interpersonal skills

Goal-oriented mindset

Entrepreneurial spirit

Education

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Mutual Funds Certified Professional

Tools

CRM software

Financial planning software

Job description

A leading financial institution seeks a Financial Planner in Corner Brook to develop client relationships and provide investment and financial planning advice. The role requires a minimum of 3 years of experience in financial planning, a PFP or CFP designation, and strong networking skills. You'll enjoy a flexible work environment, access to resources, and a culture promoting diversity and inclusion.