Financial Planner, Scotia Financial Planning – Maple Ridge, Mission

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture as a Financial Planner. Focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.

Requirements

• 3 years of experience in financial planning and investment sales
• Mutual funds certified professional (MFDA licensing requirements)
• Personal Financial Planning (PFP®) designation and/or Certified Financial Planner (CFP®) designation
• Proven networking, client acquisition, and interpersonal skills
• Valid driver’s license and access to a vehicle

Benefits

• Entrepreneurial culture
• Fast-paced, flexible work environment
• Compensation structure that rewards growing and maintaining client base
• Access to leading-edge resources
• Opportunity to build long-lasting client relationships