Financial Planner, Scotia Financial Planning – Abbotsford, Chilliwack

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. The role requires 3 years of experience in financial planning and investment sales, with a valid driver’s license and access to a vehicle. You will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area.

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 or Certified Financial Planner (CFP) designation
• Valid driver’s license and access to a vehicle

Benefits

• 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 to support your growth
• Ability to build long-lasting client relationships
• Partnership with branches and access to Scotia Global Asset Management
• Work culture that promotes diversity, respect, and inclusion