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Mass Affluent Market Financial Planner
Job in
Maple Ridge, BC, Canada
Listed on 2026-05-19
Listing for:
Scotiabank
Full Time
position Listed on 2026-05-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
This position invites you to leverage your 3 years of financial planning experience in a competitive environment. You will engage in business development efforts, aligning client needs with investment strategies while participating in community outreach and professional events. Fostering strong relationships with clients is central to this role.
Key Responsibilities:
• Cultivate new client relationships and referrals
• Design personalized financial strategies and solutions
• Engage proactively with potential prospects
• Lead community financial seminars and workshops
• Network with professionals in the investment industry
Requirements:
• Minimum of 3 years in financial planning
• Certified in mutual funds; MFDA or equivalent required
• PFP® or CFP® designation essential
• Strong interpersonal and networking skills
• Valid driver's license required for travel
Elevate your financial planning career by delivering exceptional client service and fostering long-term client relationships across the mass affluent market.
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