Remote Financial Planner | Grow Your Ontario Practice

Scotiabank; Canada; A distancia; CAD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible hours

Marketing support

Mobile technology & CRM access

Descripción de la vacante

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by delivering tailored investment and financial planning advice within the mass affluent market. The role supports growth through outbound outreach, needs analysis, and proactive client engagement.

The position emphasizes entrepreneurial thinking, flexible scheduling, and collaboration with branches and Scotia Global Asset Management to enhance the client experience.

Formación

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with MFDA licensing requirements.
• PFP® and/or CFP® designation.
• Proven networking and COI development skills.
• Entrepreneurial, self-motivated with ability to work remotely and with a team.
• Knowledge of market trends, regulatory environment, and products.

Responsabilidades

• Develop and deepen client relationships by delivering investment and financial planning advice.
• Drive investment sales and new client acquisition within the mass affluent market.
• Establish and nurture Centres of Influence for ongoing business development.

Conocimientos

Networking

Client acquisition

Entrepreneurial

Independent work

Schedule flexibility

Educación

MFDA licensing (Investments Funds in Canada or CSC)

PFP designation or CFP designation

Descripción del empleo

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by delivering tailored investment and financial planning advice within the mass affluent market. The role supports growth through outbound outreach, needs analysis, and proactive client engagement.

The position emphasizes entrepreneurial thinking, flexible scheduling, and collaboration with branches and Scotia Global Asset Management to enhance the client experience.