Financial Planner - Scotiabank, Burnaby

Position summary

As a Financial Planner at Scotiabank in Burnaby, you will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. Acting as a dedicated entrepreneur, you will build and leverage external and internal networks and centres of influence to grow your practice through new and long-term relationships.

You will engage in proactive client outreach to individuals outside the Scotiabank network and cultivate meaningful connections with existing Scotiabank clients who have limited interaction with the bank. By following a comprehensive financial planning framework, you will deliver personalized investment and financial planning advice that empowers clients to achieve their goals.

Key duties

Following a comprehensive financial planning framework, you will be responsible for executing business development strategies, ensuring client-centricity, and engaging with the local community.

• Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.
• Establishing business development opportunities with prospects and clients within the assigned market area.
• Executing on business development plans for mass affluent prospects and existing clients, identifying additional opportunities, and implementing investment solutions or referrals.
• Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles, and conducting proactive outbound calling.
• Participating actively in local professional and community events and associations to deliver information sessions and financial seminars, expanding your network and building a market profile.
• Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Qualifications

To succeed in this Scotiabank career opportunity, candidates should possess the following skills and credentials:

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO 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, with experience building and maintaining Centres of Influence.
• Goal-oriented and entrepreneurial mindset with the ability 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.

About the company

Scotiabank offers an inclusive and high-performing culture committed to results. Joining this team provides access to an entrepreneurial culture with the freedom to develop your career, a flexible work environment where you can set your own hours, and a compensation structure of base plus variable pay that rewards growing and maintaining your client base.

You will also benefit from leading-edge resources including dedicated marketing support, powerful mobile technology, CRM tools, portfolio and financial planning software, and partnerships with retail branches and Scotia Global Asset Management.