Scotia Financial Planner

Position: Scotia Financial Planner Opportunity
Location: Penticton

Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a flexible, mobile work environment.

As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market. You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence.

Key Responsibilities:

• Execute tailored business development strategies for clients

• Deliver client-centric financial solutions and analyses

• Participate in local events and conduct financial seminars

• Accomplish investment sales targets and client acquisition goals

• Adhere to all compliance guidelines and regulations

Requirements:

• At least 3 years in financial planning and investment sales

• Valid mutual funds certification and MFDA licensing

• PFP® or CFP® designation is required

• Demonstrated networking skills and entrepreneurial spirit

• Valid driver's license and access to a vehicle

Make a significant impact in clients' financial futures while advancing your career in a supportive environment.
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