Financial Planner in South

Engage with clients as a Financial Planner in South Surrey/White Rock, part of the Scotia Financial Planning team. Drive investment sales and cultivate meaningful relationships within the mass affluent market.

This role emphasizes building strong client relationships while delivering high-quality investment advice and solutions. As a Financial Planner, you'll leverage your entrepreneurial spirit and professional accreditation to help clients achieve their unique financial goals. Flexibility is key, allowing you to schedule client meetings at their convenience.

Key Responsibilities:

• Execute business development plans for prospects in the mass affluent market

• Provide client-centric investment solutions using a financial planning framework

• Conduct outbound communications and proactive client engagement

• Participate in community events to expand your network

• Build a strong market profile while managing marketing budgets

Requirements:

• Minimum 3 years in financial planning and investment sales

• Mutual Funds certification and good standing with MFDA

• Personal Financial Planning or CFP designation

• Proven networking and interpersonal skills

• Valid driver's license with vehicle access

Utilize your entrepreneurial drive and extensive market knowledge to excel as a Financial Planner at Scotia within South Surrey.
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