Mobile Financial Planner — Flexible Hours & Client Wealth

Scotiabank; Vancouver; On-site; CAD 70,000 - 110,000; Full time

Job summary

Scotiabank seeks a Financial Planner to develop and deepen mass affluent client relationships by providing high-quality advice and service. You will leverage external and internal networks to grow your practice and deliver tailored investment planning.

This mobile role requires meeting clients across the Vancouver area, building long-term relationships, and driving investment sales while adhering to global sales principles and regulatory requirements.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing requirements.
• PFP designation and/or CFP designation completed.
• Strong networking and COI development abilities.
• Entrepreneurial, self-motivated with ability to work independently.

Responsibilities

• Drive investment sales and acquire new clients in the assigned market area.
• Establish business development opportunities with prospects and clients.
• Build partnerships with Centres of Influence to grow the practice.
• Provide client-centric investment solutions within a financial planning framework.
• Participate in local professional and community events to expand the network.

Skills

Financial planning

Investment sales

Networking

CFP designation

CIRO licensing

Education

CFP designation

PFP designation

CIRO licensing (Canadian Securities Course)

Mutual fund certification

Tools

CRM software

Portfolio management software

Job description

Scotiabank seeks a Financial Planner to develop and deepen mass affluent client relationships by providing high-quality advice and service. You will leverage external and internal networks to grow your practice and deliver tailored investment planning.

This mobile role requires meeting clients across the Vancouver area, building long-term relationships, and driving investment sales while adhering to global sales principles and regulatory requirements.