Financial Planner, Scotia Financial Planning - Kleinburg

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We have refreshed our name to Financial Planners within the Scotia Financial Planning team (formerly Investment Specialist under the Mobile Advice Team) within our Global Asset Management Division.

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 also enjoy the flexibility to meet clients outside of the office on a schedule that best suits you and them, while working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area.

• Business Development:
  Execute business development plans for prospects and existing clients within the mass affluent market. Identify additional business development opportunities and facilitate implementation of investment solutions or referrals to 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.
• Community Involvement:
  Participate actively in local professional and community events and associations to develop and expand your network. Deliver community information sessions and financial seminars to grow prospects and maintain a market profile.

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• 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).
• Goal‑oriented and entrepreneurial mindset, able to 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.

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Location(s):
Canada:
Ontario:
Vaughan | Canada:
Ontario:
Woodbridge

Scotiabank is a leading bank in the Americas. Guided by the purpose "for every future," we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.