Virtual Financial Planner: Flexible Hours & Growth

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

Benefits offered by this job

An entrepreneurial culture

Flexible work hours

Compensation structure with variable pay

Leading-edge resources for growth

Job summary

A leading financial institution in Dauphin, Manitoba is seeking a Financial Planner to develop client relationships and provide high-quality financial advice. The ideal candidate should have at least 3 years of experience in financial planning and possess relevant certifications like PFP® or CFP®. This role offers a flexible work environment, competitive compensation, and access to advanced resources to support career growth while promoting a culture of diversity and inclusion.

Qualifications

• Proven relationships in the mass affluent market.
• Extensive knowledge of market trends and regulations.
• Valid driver's license and access to a vehicle.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Participate in local community events to expand network.

Skills

3 years of experience in financial planning and investment sales

Mutual funds certified professional

Networking and client acquisition skills

Goal oriented and entrepreneurial

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Dauphin, Manitoba is seeking a Financial Planner to develop client relationships and provide high-quality financial advice. The ideal candidate should have at least 3 years of experience in financial planning and possess relevant certifications like PFP® or CFP®. This role offers a flexible work environment, competitive compensation, and access to advanced resources to support career growth while promoting a culture of diversity and inclusion.