Financial Planner, Scotia Financial Planning – Bancroft

Join a purpose driven winning team as a Financial Planner, focusing on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you will leverage your external networks and centres of influence to grow a practice, building new and long-term relationships with clients.

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
• 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

• 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 to support your growth
• Ability to build long-lasting client relationships
• Partnership with branches and access to Scotia Global Asset Management
• Work culture that promotes diversity, respect, and inclusion

Tagged as: Financial Modeling