Mobile Financial Planner - Flexible Hours & Growth

Scotiabank; Eastern Ontario; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a sustainable practice in a supportive environment.

Benefits

Flexible work hours

Access to leading-edge resources

Supportive work culture promoting diversity

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Current accreditation for CIRO licensing requirements.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Establish business development opportunities within the market area.
• Promote and grow proprietary investment business.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Knowledge of market trends

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

CIRO licensing requirements

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a sustainable practice in a supportive environment.