Financial Planner, Scotia Financial Planning – Surrey

On Site Full TimeSurrey, British Columbia, CanadaScotiabank

Join a purpose-driven winning team as a Financial Planner to develop and deepen client relationships by providing high-quality advice and service in the mass affluent market. Focus on driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.

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 Certified Financial Planner (CFP) designation
  • 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
  • Ability to build long-lasting client relationships
  • Partnership with branches and access to Scotia Global Asset Management

To apply for this job please visit jobs.scotiabank.com.

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