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 robust reputation in the financial communityRequirements:
- 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 neededDrive your success by utilizing your expertise in financial planning at Scotia Financial Planning.#J-18808-Ljbffr
📌 Financial Planning Role At Scotia Bank (Kingston)
🏢 Scotiabank
📍 Kingston
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