Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a versatile, 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 • Robust 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. #J-18808-Ljbffr

📌 Financial Planning Role At Scotia Bank Winnipeg
🏢 Scotiabank
📍 Winnipeg