Virtual Financial Planner, Scotia Financial Planning- BC, Peace Region- Fort St.

About This Opportunity

Our talent team is representing a confidential financial services organization seeking a Virtual Financial Planner to serve clients in the Peace Region of British Columbia. This role offers the entrepreneurial freedom to build and manage your own practice while leveraging the resources and framework of an established institution.

As a financial planner in this position, you'll focus on developing client relationships within the mass affluent market, providing comprehensive investment and financial planning advice. You'll enjoy the flexibility of meeting clients on your schedule, working virtually while maintaining a strong presence in your designated market area.

Responsibilities

• Drive investment sales and new client acquisition following a comprehensive financial planning framework
• Execute business development plans for prospects and existing clients within the mass affluent market
• Provide client-centric investment solutions through needs analysis and financial planning
• Conduct outbound communications and proactive calling to prospects to maintain top-of-mind awareness
• Perform complimentary needs analysis across financial statements, including competitor statements
• Participate actively in local professional and community events to develop and expand your network
• Deliver community information sessions and financial seminars to grow your prospect base
• Build and maintain centres of influence within the assigned market area
• Adhere to compliance and regulatory requirements throughout all client interactions

What We're Looking For

• 3+ years of experience in financial planning and investment sales
• Current mutual funds certification with good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course)
• Personal Financial Planning (PFP®) designation and/or Certified Financial Planner (CFP®) designation
• Proven networking and client acquisition skills with experience building centres of influence
• Strong entrepreneurial mindset with ability to work independently and as part of a larger team
• Extensive knowledge of competitive offerings, market trends, economic conditions, and regulatory environment
• Valid driver's license and access to a vehicle to meet clients throughout the Peace Region
• Goal-oriented professional comfortable working with minimal supervision
• Excellent interpersonal and relationship-building skills

How We Work With You

Interested candidates should apply directly through Get A Job.ai. Our recruiting team will conduct an initial screening to understand your background and career goals. Qualified candidates will then be submitted to our client for consideration. Please do not contact the client organization directly, as all communications must go through our firm to ensure a professional process for all parties.

Pay

This position features a base salary plus variable compensation structure that rewards growing and maintaining your client base. Specific compensation details will be discussed during the interview process.

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices and works with clients who value diversity, respect, and inclusion in their workplaces.