Financial Planner, Scotia Financial Planning – London, Windsor

Join a purpose driven winning team as a Financial Planner, providing high quality advice and service within the mass affluent market, leveraging your external networks and centres of influence, and building new and long-term relationships. The role involves driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also participate in local professional and community events, and develop a market profile in the assigned market area.

Requirements

• 3 years of experience in financial planning and investment sales
• Mutual funds certified professional
• 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
• Goal oriented and entrepreneurial
• Valid driver’s license and access to a vehicle

Benefits

• Flexible work environment
• Compensation structure that rewards growing and maintaining client base
• Access to leading-edge resources
• Partnership with branches and Scotia Global Asset Management
• Work culture that promotes diversity, respect, and inclusion