Apply on Kit Job: kitjob.ca/job/2fsj7n

Elevate your financial planning career by engaging with mass affluent clients. As a Financial Planner, you will provide tailored advice, leveraging your networks to achieve client financial goals.
In this role, you’ll develop and deepen client relationships while focusing on business development and community engagement. With over three years of experience in financial planning, you will execute prospecting plans and deliver investment solutions imbued with a client-centric approach. Your entrepreneurial spirit will shine as you navigate local events and deliver educational seminars.
Key Responsibilities:
• Prospect and serve mass affluent clients effectively
• Provide tailored investment advice through planning frameworks
• Conduct needs analyses for customized solutions




• Engage with local communities and build market profiles
• Maintain proactive communication with clients
Requirements:
• Minimum 3 years in financial planning and investment sales
• Valid mutual funds certification and MFDA compliance
• Completion of PFP® or CFP® designation
• Robust networking and interpersonal skills
• Valid driver's license for client meetings
Transform clients’ financial futures by offering exceptional planning and investment solutions that foster long-term relationships.
#J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2fsj7n

📌 Dynamic Financial Planner for Mass Affluent Clientele Development (Whitehorse)
🏢 Scotiabank
📍 Whitehorse