Financial Planner, Scotia Financial Planning – Terrace

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. You will promote the development and sustainable growth of proprietary investment business in the assigned market area by executing on business development plans for prospects and existing clients within the mass affluent market, providing client-centric investment solutions through a financial planning framework, and participating actively in local professional and community events and associations to develop and expand your network.

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.
• Successful completion of a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition and interpersonal skills.
• Goal oriented and entrepreneurial.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Valid driver’s license and access to a vehicle.

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.
• The ability to build long-lasting client relationships.
• A partnership with our branches and access to Scotia Global Asset Management.
• A work culture that promotes diversity, respect, and inclusion.