Mobile Financial Planner - Grow Your Client Network

Scotiabank; Truro; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking a motivated financial advisor to promote investment growth. The role involves developing client relationships through tailored investment solutions and active community involvement. Candidates should possess a mutual funds certification, experience in financial planning, and strong networking skills. This position offers a flexible work environment and a compensation structure based on client base growth.

Benefits

Flexible work hours

Access to marketing support

Diversity and inclusion culture

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current MFDA licensing requirements accreditation.
• Extensive knowledge of market trends and economic conditions.

Responsibilities

• Execute business development plans for prospects and clients.
• Provide client-centric investment solutions.
• Participate in community events to expand your network.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Interpersonal skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual funds certified professional

Job description

A leading financial institution in Canada is seeking a motivated financial advisor to promote investment growth. The role involves developing client relationships through tailored investment solutions and active community involvement. Candidates should possess a mutual funds certification, experience in financial planning, and strong networking skills. This position offers a flexible work environment and a compensation structure based on client base growth.