Join a purpose-driven winning team as a Financial Planner in Scotia Financial Planning – Kingston. Develop and deepen client relationships by providing high-quality advice and service. Enjoy flexibility and autonomy in a fast-paced, inclusive work environment.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certified professional
- Current accreditation and good standing for MFDA licensing requirements
- Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation
- Proven networking, client acquisition, and interpersonal skills
- Goal-oriented and entrepreneurial mindset
- Extensive knowledge of competitive offerings, market trends, and regulatory environment
- Valid driver’s license and access to a vehicle
Benefits
- Compensation structure that rewards growing and maintaining client base
- Access to leading-edge resources and marketing support
- Flexible work environment and autonomy
- Opportunity to build long-lasting client relationships
- Partnership with branches and access to Scotia Global Asset Management
- Inclusive and diverse work culture
- Mobile role with frequent travel
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