Financial Planner at Scotia Financial Planning

Shape financial futures as a Financial Planner with Scotia Financial Planning in Grand Falls-Windsor or Gander, Newfoundland and Labrador. Excel in relationship-building while providing tailored financial advice and investment solutions.

This role is aimed at experienced Financial Planners eager to deepen relationships with mass affluent clients. Utilizing your skills, you will engage in proactive outreach, effectively demonstrating the importance of personalized financial planning. Flexibility allows you to meet clients outside the office, enriching your interactions and business development opportunities.

Key Responsibilities:

• Drive investment sales and new client acquisition

• Execute business development plans in assigned market area

• Provide client-centric solutions via a comprehensive financial planning framework

• Conduct outbound communications to maintain client connections

• Participate in community events to expand professional network

Requirements:

• 3 years of experience in financial planning and investment sales

• Mutual fund certification and good standing with CIRO

• Personal Financial Planning or Certified Financial Planner designation

• Strong networking and client acquisition skills

• Valid driver's license for client meetings

Deliver exceptional financial planning and investment advice as you empower clients to achieve their goals.
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