Financial Planner, Scotia Financial Planning – Scarborough

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 also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.

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 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

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