Certified Financial Planner

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

Join a dynamic team dedicated to fostering success in a collaborative and engaging atmosphere.

As a Personal Financial Planning Advisor, your primary focus will be on cultivating robust client relationships by providing exceptional guidance and service to the affluent market. You recognize the significance of your clients and are committed to delivering investment and financial planning strategies that empower them to achieve their aspirations.

Key responsibilities encompass:

  • Performing comprehensive assessments for clients, including retirement strategies, wealth growth, and estate management
  • Utilizing financial planning knowledge to assist clients in reaching their financial ambitions
  • Demonstrating a genuine interest in understanding and fulfilling client requirements
  • Offering insightful perspectives and professional advice to clients
  • Collaborating effectively with team members, clients, and stakeholders
  • Establishing lasting client connections and providing outstanding service

Requirements for success include:

  • Preferred experience in financial planning and investment advisory
  • Achievement of the Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation
  • Current mutual funds certification and MFDA licensing
  • Entrepreneurial spirit and goal-oriented mindset
  • Understanding of market dynamics and regulatory frameworks

What's offered:

  • A competitive salary and benefits package
  • Access to advanced resources for professional development and support
  • Opportunity to build enduring client relationships
  • A diverse and inclusive workplace culture
  • Engagement in community initiatives

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