Financial Planner, Scotia Financial Planning - St John's, NFLD

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 mass affluent client relationships by providing high-quality advice and service.

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)
• Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• Goal-oriented and entrepreneurial
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment

Benefits

• An entrepreneurial culture with the freedom to develop your career
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient
• A compensation structure that rewards growing and maintaining your client base
• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software
• The ability to build long-lasting client relationships through exceptional advice and service
• A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience
• A work culture that promotes diversity, respect, and inclusion