Entrepreneurial Financial Planner: Grow Your Client Base
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CAD 60.000 - 80.000
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Sei unter den ersten Bewerbenden
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Wealth Planner – Branch Network
Scotiabank
District of North Vancouver
Vor Ort
CAD 60.000 - 80.000
Vollzeit
Heute
Sei unter den ersten Bewerbenden
Zusammenfassung
A leading financial institution is seeking a Financial Planner to join their team in North Vancouver. The role involves establishing and managing client relationships, developing personalized financial strategies, and achieving sales goals. Ideal candidates have financial planning experience and relevant certifications. The position offers competitive compensation, a supportive work environment, and opportunities for career growth in an inclusive culture.
Leistungen
Competitive compensation and benefits
Supportive work environment
Relocation support
Qualifikationen
Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing.
Aufgaben
Establish and deepen investment and primary banking relationships with clients.
Conduct in-depth reviews for assigned clients including retirement planning.
Utilize financial planning skills and tools to support clients’ financial goals.
Kenntnisse
Financial planning experience
Investment sales knowledge
Collaborative mindset
Knowledge of market trends
Ausbildung
CIFP/CFP designation or equivalent
Mutual Funds Representative certification
Jobbeschreibung
A leading financial institution is seeking a Financial Planner to join their team in North Vancouver. The role involves establishing and managing client relationships, developing personalized financial strategies, and achieving sales goals. Ideal candidates have financial planning experience and relevant certifications. The position offers competitive compensation, a supportive work environment, and opportunities for career growth in an inclusive culture.
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.