1 067 postes de

Scheduler à United States

Financial Planner — Flexible Hours & Client Growth

Scotiabank

Nova Scotia
Hybride
CAD 60 000 - 80 000
Il y a 8 jours
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Sr. Financial Planner- CIRO ID

Canadian Imperial Bank of Commerce

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Sur place
CAD 60 000 - 80 000
Il y a 10 jours
Financial Planner — Flexible Hours & Client Growth
Scotiabank
Nova Scotia
Hybride
CAD 60 000 - 80 000
Plein temps
Il y a 8 jours

Résumé du poste

A leading financial institution is seeking a Financial Planner in Nova Scotia to develop mass affluent client relationships. The successful candidate will provide tailored financial advice and drive client acquisition. Responsibilities include executing business development plans and conducting community outreach. With a flexible work environment and a compensation structure that rewards performance, this role is ideal for an entrepreneurial individual. Candidates must hold relevant financial planning certifications and possess strong networking skills.

Prestations

Flexible work environment
Access to advanced resources
Diversity and inclusion culture

Qualifications

  • 3 years of experience in financial planning and investment sales.
  • Mutual fund certified professional with CIRO licensing.
  • Proven networking skills and ability to build Centres of Influence.
  • Goal-oriented with an entrepreneurial spirit.

Responsabilités

  • Drive investment sales and client acquisition.
  • Execute business development plans for prospects and clients.
  • Participate in community events to expand networks.

Connaissances

Client acquisition
Networking
Interpersonal skills
Entrepreneurial mindset

Formation

Personal Financial Planning (PFP®) designation
Certified Financial Planner (CFP®) designation
Mutual fund certification

Outils

CRM software
Financial planning software
Description du poste
A leading financial institution is seeking a Financial Planner in Nova Scotia to develop mass affluent client relationships. The successful candidate will provide tailored financial advice and drive client acquisition. Responsibilities include executing business development plans and conducting community outreach. With a flexible work environment and a compensation structure that rewards performance, this role is ideal for an entrepreneurial individual. Candidates must hold relevant financial planning certifications and possess strong networking skills.

* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.