Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a flexible, service-oriented role.
As a financial planner, you'll focus on helping mass affluent clients achieve their financial dreams through personalized guidance. With extensive experience and a solid network, you'll implement business development strategies while adhering to industry regulations. Your role includes outreach and community engagement to maximize client acquisition and retention.
Key Responsibilities:
• Implement business development strategies to grow your practice
• Offer tailored investment advice through a financial planning framework




• Engage actively in local professional associations
• Conduct outreach to maintain client connections
• Cultivate a solid reputation in the financial community
Requirements:
• 3+ years of experience in financial planning
• Mutual funds certification required
• Completed CFP or Personal Financial Planning designation
• Strong client relationship and networking abilities
• Valid driver's license and car access needed
Drive your success by utilizing your expertise in financial planning at Scotia Financial Planning.
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📌 Financial Planning Role at Scotia Bank (Kingston)
🏢 Scotiabank
📍 Kingston