Financial Planner, Scotia Financial Planning – Cambridge, Guelph

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
• Work culture that promotes diversity, respect, and inclusion

Tagged as: Financial Modeling