Financial Planner, Scotia Financial Planning – Quesnel, Williams Lakes

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will 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.
• Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Valid driver’s license and access to a vehicle.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

Benefits

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth.
• A partnership with our branches and access to Scotia Global Asset Management.
• A work culture that promotes diversity, respect, and inclusion.