Mobile Financial Planner: Grow Your Client Practice

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Financial Planner to deepen client relationships and provide investment solutions. This role offers flexibility to meet clients outside the office and aims to drive investment sales while adhering to compliance and regulations. Ideal candidates have strong networking skills, relevant certifications, and at least 3 years of experience in the financial sector.

Benefits

Flexible work hours

Access to marketing support

Comprehensive career development resources

Qualifications

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

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Participate actively in community events for networking.

Skills

Networking

Client acquisition

Interpersonal skills

Financial planning experience

Education

Personal Financial Planning designation

Certified Financial Planner designation

Job description

A leading financial institution in Ontario is seeking a Financial Planner to deepen client relationships and provide investment solutions. This role offers flexibility to meet clients outside the office and aims to drive investment sales while adhering to compliance and regulations. Ideal candidates have strong networking skills, relevant certifications, and at least 3 years of experience in the financial sector.