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Financial Planner Mass-Affluent Client Engagement
Job in
Bancroft, Peterborough, Ontario, Canada
Listed on 2026-03-31
Listing for:
Scotiabank
Full Time
position Listed on 2026-03-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: Bancroft
Shape financial futures as a dedicated Financial Planner focusing on mass-affluent clients. Leverage your networking skills to provide exceptional investment solutions and grow client relationships in a flexible, entrepreneurial environment.
This role emphasizes client-centric financial planning within a dynamic market. You will utilize your expertise in investment sales while adhering to compliance and regulatory standards. Successful candidates will thrive in building long-term relationships and following a structured framework to drive investment growth and client acquisition.
Key Responsibilities:
• Execute business development plans for prospects
• Provide client-centric investment solutions and advice
• Conduct proactive outreach and complimentary needs analysis
• Participate in community events to expand networks
• Create opportunities for financial seminars and sessions
Requirements:
• 3 years in financial planning and investment sales
• Mutual funds certification and good standing
• PFP® or CFP® designation completion
• Proven client acquisition and networking skills
• Valid driver’s license and vehicle access
Unlock your potential by blending entrepreneurial spirit with financial advising to build a thriving practice.
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