Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a adaptable, 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
Robust 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