Financial Planner at Scotia

Position: Become a Financial Planner at Scotia
Join Scotia Financial Planning as a Financial Planner in Grand Falls-Windsor or Gander, Newfoundland and Labrador. Play a vital role in client engagement while offering tailored financial planning and investment strategies.

This engaging role is perfect for those experienced in financial planning and investment sales, with a focus on nurturing relationships with clients. As a Financial Planner, you’ll proactively reach out to both external and internal clients, showcasing exceptional financial solutions. Embrace the independence of working outside the office to better serve your clients' needs.

Key Responsibilities:

• Drive investment sales and client growth in assigned areas

• Execute targeted business development initiatives

• Deliver personalized investment solutions through a structured planning approach

• Maintain proactive communication with clients for ongoing support

• Engage in community events to expand your network

Requirements:

• Minimum 3 years in financial planning and investment sales

• Valid mutual fund certification in good standing

• Completed PFP® or CFP® designation

• Strong client acquisition and networking abilities

• Must possess a valid driver’s license and vehicle

Empower your clients with personalized investment strategies to achieve financial success.
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