Elevate your career as a Financial Planner, focusing on high-quality investment advice for the mass affluent market. Utilize your entrepreneurial spirit and network to build client-centric solutions.

This role centers around developing enduring client relationships and delivering tailored financial planning services. As a Financial Planner, you will execute business development strategies, conduct needs analyses, and leverage your skilled network. Your dedication to providing exceptional client service will ensure sustainable growth in your practice.

Key Responsibilities
Execute business development plans for clients
Provide tailored investment solutions through planning frameworks
Conduct complimentary needs analysis for clients




Participate in local community and qualified events
Maintain strong relationships with Centre of Influence specialists

Requirements
3 years of experience in financial planning
Certified as a mutual funds skilled
PFP® or CFP® designation completed
Proven networking and interpersonal skills
Valid driver's license and access to a vehicle

Utilize your financial expertise to foster valuable client relationships and deliver impactful investment advice in a flexible environment.

📌 Dynamic Financial Planner For Mass Affluent Clientele Ottawa
🏢 Scotiabank
📍 Ottawa