Join a purpose driven winning team as a Financial Planner, responsible for developing and deepening client relationships, providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you will leverage your external networks and centres of influence to grow a practice and build long-lasting client relationships.

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®) designation and/or Certified Financial Planner (CFP®) designation
Proven networking, client acquisition and interpersonal skills with experience building and maintaining Centres of Influence (COIs)
Goal oriented and entrepreneurial with ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
Valid driver’s license and access to a vehicle

Benefits

Entrepreneurial culture with the freedom to develop your career
Fast-paced, flexible work environment with the ability to set your own hours and meet clients when and where it’s convenient
Compensation structure that rewards growing and maintaining your client base

Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software
Ability to build long-lasting client relationships through exceptional advice and service
Partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience