Scotia Financial Planner in Newfoundland

Advance your career as a Financial Planner with Scotia Financial Planning, focusing on Grand Falls-Windsor or Gander, Newfoundland and Labrador. Deliver high-quality investment advice and foster long-term client relationships.

We are seeking an independent and goal-oriented Financial Planner eager to engage with both external and internal clients.

Your role encompasses effective networking, proactive client outreach, and a commitment to providing client-centric investment solutions. Enjoy the flexibility of setting your own schedule to meet client needs while contributing to sustainable business growth.

Key Responsibilities:

• Establish new business development opportunities with prospects

• Identify and implement investment solutions for clients

• Conduct proactive client outreach and needs analysis

• Build market presence and network within the community

• Collaborate with branch networks for client success

Requirements:

• 3 years of financial planning and investment sales experience

• Current mutual fund certification and CIRO compliance

• PFP® or CFP® designation completion

• Proven interpersonal and networking skills

• Access to vehicle for client meetings

Provide tailored financial guidance that empowers clients to thrive.
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