Mobile Financial Planner - Flexible Hours & Growth

Scotiabank; City of Langley; On-site; CAD 65,000 - 110,000; Full time

Benefits offered by this job

Dedicated marketing support

Powerful mobile technology

Leading CRM

Portfolio and financial planning软件

Diversity and inclusion culture

Job summary

Scotiabank in Langley, BC is seeking a Financial Planner to develop and deepen client relationships by providing high-quality investment and financial planning advice to the mass affluent market. You will leverage your network to grow a practice within the Scotia Financial Planning team.

This role offers flexibility to meet clients outside the office and within a collective Scotiabank framework, with base plus variable pay and strong marketing support to help you succeed.

Qualifications

• 3 years of experience in financial planning and investment sales.
• MFDA licensing current and compliant with related requirements.
• PFP and/or CFP designation completed or in good standing.
• Strong networking, client acquisition and COI development skills.
• Self-motivated entrepreneur with ability to work independently and in a team.
• Extensive knowledge of market trends, regulatory environment and offerings.
• Valid driver’s license and access to a vehicle to meet clients.

Responsibilities

• Promote development and sustainable growth of proprietary investment business in the assigned market area.
• Provide client-centric investment solutions through a financial planning framework.
• Conduct outbound communications and proactive calling to prospects for future opportunities.
• Participate in local professional and community events to grow prospects and network.
• Build and maintain a market profile while managing collaboration with branches and partners.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Entrepreneurial mindset

Independent work

Regulatory environment knowledge

Valid driver’s license

Education

MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course)

PFP designation

CFP designation

Job description

Scotiabank in Langley, BC is seeking a Financial Planner to develop and deepen client relationships by providing high-quality investment and financial planning advice to the mass affluent market. You will leverage your network to grow a practice within the Scotia Financial Planning team.

This role offers flexibility to meet clients outside the office and within a collective Scotiabank framework, with base plus variable pay and strong marketing support to help you succeed.