Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a flexible, mobile work workplace. As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market.
You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence. Key Responsibilities:
- Execute tailored business development strategies for clients
- Deliver client-centric financial solutions and analyses
- Participate in local events and conduct financial seminars
- Accomplish investment sales targets and client acquisition goals
- Adhere to all compliance guidelines and regulations Requirements:
- At least 3 years in financial planning and investment sales
- Valid mutual funds certification and MFDA licensing
- PFP® or CFP® designation is required
- Demonstrated networking skills and entrepreneurial spirit
- Valid driver's license and access to a vehicle Make a significant impact in clients' financial futures while advancing your career in a supportive environment.