Financial Planner, Scotia Financial Planning – Squamish, Whistler

Join a purpose-driven team as a Financial Planner, developing and deepening client relationships, and growing a practice by building new and long-term relationships. Promote the development and sustainable growth of proprietary investment business in the assigned market area. Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.

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) or Certified Financial Planner (CFP) designation
• Proven networking, client acquisition and interpersonal skills
• Valid driver’s license and access to a vehicle

Benefits

• An entrepreneurial culture with the freedom to develop your career
• Fast-paced, flexible work environment
• Compensation structure that rewards growing and maintaining your client base
• Access to leading-edge resources
• Partnership with branches and access to Scotia Global Asset Management
• Work culture that promotes diversity, respect, and inclusion

Tagged as: Financial Modeling