Mobile Financial Planner — Flexible Hours & Growth

Scotiabank; Richmond; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible work environment

Access to marketing support

Dedicated resources for career growth

Job summary

A leading financial institution is seeking a Financial Planner in Richmond, Canada. This role emphasizes developing and deepening client relationships within the mass affluent market through high-quality financial advice. The ideal candidate will have significant experience in financial planning and proven skills in networking and client acquisition. Enjoy the flexibility of meeting clients on a schedule that suits them while being part of a collaborative team that values diversity and inclusion. Competitive compensation structure and resources for professional growth are offered.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Must have MFDA licensing requirements.
• Proven client networking and acquisition skills.

Responsibilities

• Develop client relationships through financial planning services.
• Drive investment sales and new client acquisition.
• Participate in community events for business development.

Skills

Networking skills

Client acquisition

Interpersonal skills

Goal-oriented

Entrepreneurial mindset

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual funds certified

Tools

Portfolio and financial planning software

CRM software

Job description

A leading financial institution is seeking a Financial Planner in Richmond, Canada. This role emphasizes developing and deepening client relationships within the mass affluent market through high-quality financial advice. The ideal candidate will have significant experience in financial planning and proven skills in networking and client acquisition. Enjoy the flexibility of meeting clients on a schedule that suits them while being part of a collaborative team that values diversity and inclusion. Competitive compensation structure and resources for professional growth are offered.