Entrepreneurial Financial Planner — Flexible Hours & Growth

Scotiabank; Manor Park; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Scotiabank in the United Kingdom is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing tailored investment and financial planning advice. You will work flexibly, meeting clients outside the office and collaborating with branch resources to deliver comprehensive solutions across investments, retirement planning, and wealth management.

The role emphasizes proactive networking, external partnerships and a client-centric approach within an inclusive

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with CIRO licensing.
• PFP and/or CFP designation(s).
• Proven networking and ability to develop Centres of Influence (COIs).
• Entrepreneurial, self-motivated with ability to work independently and in a team.
• Strong knowledge of regulatory environment.

Responsibilities

• Drive investment sales and new client acquisition within the assigned market.
• Establish business development opportunities with prospects and existing clients.
• Collaborate with branches and partners to deliver comprehensive investment solutions.
• Build long-lasting client relationships through exceptional advice and service.

Skills

Networking

Client acquisition

Interpersonal skills

Education

Mutual fund certified professional (CIRO licensing)

PFP designation

CFP designation

Job description

Scotiabank in the United Kingdom is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing tailored investment and financial planning advice. You will work flexibly, meeting clients outside the office and collaborating with branch resources to deliver comprehensive solutions across investments, retirement planning, and wealth management.

The role emphasizes proactive networking, external partnerships and a client-centric approach within an inclusive