As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You will engage in proactive client outreach, build strong internal partnerships, and deliver personalized investment and financial planning advice to empower clients to achieve their unique financial goals.
Requirements
- 3-years of experience in financial planning and investment sales
- Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)
- IPF designation
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- 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
- Partnership with retail branches and access to Scotia Global Asset Management
- Work culture that promotes diversity, respect, and inclusion