Financial Planner

Elevate your career as a Financial Planner in Abbotsford, British Columbia, where you will build meaningful client relationships while providing tailored investment solutions. Enjoy the freedom of a flexible work schedule to meet clients at their convenience.

In this role, you'll play a vital part in serving the mass affluent market, developing a loyal client base through high-quality financial planning and investment advice. With 3 years of relevant experience and certifications, your entrepreneurial spirit and networking skills will drive your success in expanding client relationships and business opportunities.

Key Responsibilities:

• Drive investment sales and new client acquisition

• Conduct outbound communications to nurture prospects

• Build client-centric investment solutions using a financial planning framework

• Actively participate in local community and professional networking events

• Manage independent marketing efforts within a small budget

Requirements:

• 3 years of financial planning and investment sales experience

• Mutual funds certification and compliance with MFDA

• Completed Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation

• Strong interpersonal skills with a proven networking ability

• Valid driver's license and vehicle access for client meetings

Harness your expertise in investment planning and client relations to flourish as a Financial Planner with Scotiabank in Abbotsford.
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