Become a Virtual Financial Planner with a focus on building lasting client relationships. Use your expertise in investment solutions to nurture and grow your practice in the mass affluent market.This role allows you to work independently while tapping into a collaborative environment. With 3 years of proven experience in financial planning, your mission is to drive sales and establish current client connections through proactive outreach and effective networking. Deliver exceptional service that aligns with industry best practices for your clients' unique financial needs.Key Responsibilities:
Ace business development plans targeting mass affluent clients
Provide customized financial advice adhering to sales principles
Engage in public events to expand your skilled network




Foster ongoing communication with prospects for future opportunities
Cultivate relationships with industry specialists for better outcomesRequirements:
A minimum of 3 years in financial planning or investment sales
Must hold Mutual Funds certification and MFDA requirements
PFP® or CFP® designation is a must
Solid networking and interpersonal skills required
Valid driver's license and vehicle access for client meetingsUtilize your entrepreneurial mindset and financial acumen to create impactful client connections in a virtual workspace, elevating both your practice and client satisfaction.#J-18808-Ljbffr

📌 Entrepreneurial Virtual Financial Planner Maximizing Client Relationships Mossey River
🏢 Scotiabank
📍 Mossey River