Financial Planner, Scotia Financial Planning

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. You will leverage external networks and centres of influence, building new and long-term relationships and providing investment and financial planning advice to help clients meet their unique goals.

You enjoy the flexibility to meet clients outside the office on a schedule that suits you and them, and work within the Scotiabank framework that benefits both clients and your practice.

Through a comprehensive financial planning framework, you will drive investment sales and new client acquisition while ensuring compliance with Global Sales Principles and regulatory requirements. You will also establish business development opportunities within the assigned market area.

• Business Development: execute on business development plans for prospects and existing clients within the mass affluent market. Identify additional business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conduct complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: participate actively in local professional and community events and associations to develop and expand your network. Identify opportunities to deliver community information sessions and financial seminars to grow prospects. Build and maintain a market profile in the assigned market area. Network with investment industry specialists while managing a small budget for independent marketing-based activities.

• 3 years of experience in financial planning and investment sales.
• Mutual funds certification professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have successfully completed a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• You are goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Compensation includes a base pay plus variable pay. This is a mobile role that requires frequent travel.

Location:

Canada, Ontario, Etobicoke

If you require accommodation, please let our Recruitment team know.

Applicants must apply online. Only those selected for an interview will be contacted.