Join a purpose-driven team as a Financial Planner, developing and deepening client relationships, and growing a practice by building new and long-term relationships. Promote the development and sustainable growth of proprietary investment business in the assigned market area. Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements
- Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation
- Proven networking, client acquisition and interpersonal skills
- Valid driver’s license and access to a vehicle
Benefits
- An entrepreneurial culture with the freedom to develop your career
- Fast-paced, flexible work environment
- Compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources
- Partnership with branches and access to Scotia Global Asset Management
- Work culture that promotes diversity, respect, and inclusion
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