Financial Planner - Scotiabank, Comox Valley

Role overview

As a Financial Planner at Scotiabank in the Comox Valley, 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 while understanding that growing a practice is all about building new and long-term relationships.

You engage in proactive client outreach to individuals outside the Scotiabank network, and 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.

Day-to-day

Following a comprehensive financial planning framework, you will be responsible for the following duties:

• 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.
• Executing on business development plans for mass affluent prospects and existing clients, and identifying additional business development opportunities.
• Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles, and conducting outbound communications and proactive calling.
• Participating actively in local professional and community events and associations to develop and expand your network and prospects.

What you'll bring

To succeed in this Scotiabank career opportunity, you must possess the following skills and qualifications:

• 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; experience building and maintaining Centres of Influence.
• Goal-oriented and entrepreneurial mindset, capable of working 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 entrepreneurial culture with the freedom to develop your career, supported by a fast-paced, flexible work environment where you can set your own hours. Working here gives you access to leading-edge resources, dedicated marketing support, powerful mobile technology, CRM, portfolio and financial planning software, and a compensation structure featuring base plus variable pay.