Mobile Financial Planner – Flexible Hours & Growth

Scotiabank; Richmond; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Marketing support

Mobile technology

CRM access

Flexible hours

Job summary

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by providing high quality investment advice within the mass affluent market. This mobile role allows meeting clients outside the office, leveraging your networks while building a personal practice inside the Scotia Financial Planning team.

You will drive investment sales, establish business development opportunities, and adhere to Global Sales Principles, compliance and regulatory requirements.

Qualifications

• 3 years of experience in financial planning and investment sales.
• MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course) current accreditation and good standing.
• PFP designation and/or CFP designation.
• Proven networking, client acquisition and interpersonal skills; experience building Centres of Influence (COIs)
• Entrepreneurial, self-motivated; able to work independently and in a team.
• Extensive knowledge of competitive offerings, market trends, regulatory environment.
• Valid driver's license and access to a vehicle to meet clients in the district.

Responsibilities

• Drive investment sales and new client acquisition within the assigned market area.
• Develop client relationships and provide investment and financial planning advice.
• Establish business development opportunities with prospects and clients.
• Participate in local professional and community events to grow network.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Mobility

Education

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

PFP designation and/or CFP designation

Job description

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by providing high quality investment advice within the mass affluent market. This mobile role allows meeting clients outside the office, leveraging your networks while building a personal practice inside the Scotia Financial Planning team.

You will drive investment sales, establish business development opportunities, and adhere to Global Sales Principles, compliance and regulatory requirements.