Scotia Financial Planner Opportunity, Penticton

Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a flexible, mobile work environment.

As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market. You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence.

Key Responsibilities:• Execute tailored business development strategies for clients • Deliver client-centric financial solutions and analyses • Participate in local events and conduct financial seminars • Accomplish investment sales targets and client acquisition goals • Adhere to all compliance guidelinesand regulations

Requirements:• At least 3 years in financial planning and investment sales • Valid mutual funds certification and MFDA licensing • PFP® or CFP® designation is required • Demonstrated networking skills and entrepreneurial spirit • Valid driver's license and access to a vehicle

Make a significant impact in clients' financial futures while advancing your career in a supportive environment. #J-18808-Ljbffr