Financial Planner, Scotia Financial Planning - Kingston
On-site · Kingston, Ontario, Canada
Job Summary
Financial Planner role within Scotia Financial Planning (Ontario Kingston) focused on developing and deepening client relationships in the mass affluent market by providing investment and comprehensive financial planning advice. Responsibilities include executing business development plans, providing client-centric investment solutions, outbound prospecting, needs analyses across financial statements, and active networking through local events and COIs. The role supports a collaborative bank-wide framework, offers flexible client meeting options, requires travel within the designated district, and includes a base salary with variable pay, leveraging marketing support, mobile technology, CRM, and planning software to grow and maintain a provincial client base.
Required Qualifications
- 3 years of experience in financial planning and investment sales
- mutual funds certified professional with MFDA licensing requirements
- PFP designation and/or CFP designation
- valid driver's license and access to a vehicle
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