Financial Planner, Scotia Financial Planning – Belleville, Trenton

Join Scotia Financial Planning as a Financial Planner in Belleville, Trenton, and develop client relationships by providing high-quality investment and financial planning advice. Enjoy flexibility, autonomy, and a compensation structure that rewards growing your client base. Work in a culture that promotes diversity, respect, and inclusion.

Requirements

• 3 years of experience in financial planning and investment sales
• Mutual funds certified professional
• 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

• Entrepreneurial culture
• Flexible work environment
• Compensation structure that rewards growing and maintaining client base
• Access to leading-edge resources
• Diversity, respect, and inclusion