Financial Planner - Scotiabank, Calgary

About the role

Join Scotiabank jobs as a Financial Planner within Scotia Financial Planning in Calgary. In this role, 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 and internal networks and centres of influence to grow your practice.

• Engage in proactive client outreach to individuals outside the Scotiabank network to showcase the unique value of expert financial planning.
• Identify and engage with existing Scotiabank clients who have limited interaction with the bank, positioning yourself as a trusted advisor.
• Build strong internal partnerships across the branch network to ensure seamless access to the full breadth of Scotiabank resources.

Your impact

Following a comprehensive financial planning framework, you will promote the development and sustainable growth of proprietary investment business in the assigned market area through business development, client-centricity, and community involvement.

• 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.
• Providing client-centric investment solutions and conducting outbound communications and proactive calling to prospects.
• Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Participating actively in local professional and community events and associations to deliver community information sessions and financial seminars.

Requirements

• 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 (COIs).
• Goal-oriented and entrepreneurial mindset 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 license and access to a vehicle to meet clients and prospects within the designated district.

Who you'll work with

You will be part of a purpose-driven winning team committed to results in an inclusive and high-performing culture. You will partner with retail branches and access Scotia Global Asset Management to deliver an excellent client experience, while networking with investment industry specialists.