Financial Planner, Scotia Financial Planning QC

Requisition

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.

• External clients – You engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives – no matter where they are starting from.
• Internal clients – You play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank’s resources – bringing the best of the bank to every client interaction.

As a Financial Planner you are:

• Driven by purpose and determination, you understand that your clients are your most valuable asset. Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence.
• You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.
• You recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

• Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Promote the development and sustainable growth of proprietary investment business in the assigned market area by executing on business development plans for mass affluent prospects and existing clients.
• 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, and conduct complimentary needs analyses.
• Participate actively in local professional and community events and associations, delivering community information sessions and financial seminars to develop and expand your network and prospects.

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
• Successfully completed the IPF designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• Goal‑oriented and entrepreneurial; able to work independently 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 licence 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. Base plus variable pay.
• Access to leading‑edge resources to support your growth, including dedicated marketing support, powerful mobile technology, CRM, portfolio and financial planning software.
• The ability to build long‑lasting client relationships through exceptional advice and service.
• A partnership with retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect and inclusion.

Other information:
This is a mobile role and will require frequent travel.

Language requirements:
In addition to French, the successful candidate must also have sufficient knowledge of English.

Legal statement:
At Scotiabank, we value the unique skills and experiences each individual brings, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including accessible interview site, alternate format documents, ASL Interpreter, Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.