Become a sought-after Financial Planner focused on mass affluent clients, providing tailored investment advice. Experience the freedom to meet clients at their convenience while enhancing your skilled growth in a collaborative environment.
You will be responsible for executing business development plans and conducting financial analyses aimed at increasing client acquisition. A focus on community involvement will allow you to expand your influence while delivering impactful financial seminars. This role requires a network-savvy entrepreneur who understands market trends and competitive offerings.
Key Responsibilities:
• Identify and implement business development opportunities
• Deliver tailored financial planning solutions
• Conduct outbound communications for new leads
• Participate actively in local events
• Offer informative community financial sessions
Requirements:
• 3 years in financial planning and investment sales experience
• Current mutual funds certification
• Completion of PFP or CFP designation preferred
• Strong networking and relationship-building skills
• Valid driver’s license and access to a vehicle
Embrace the opportunity to build meaningful client relationships and foster growth through strategic financial solutions in a supportive work culture.
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Apply on Kit Job: kitjob.ca/job/2fsjcs
📌 Dynamic Financial Planner Fostering Client Relationships and Growth (Regina)
🏢 Scotiabank
📍 Regina
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