Financial Planner, Scotia Financial Planning – Kingston

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

Tagged as: Financial Modeling