Financial Planner - Scotiabank, Durham Region

About the role

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

External clients involve proactive outreach to individuals outside the Scotiabank network, showcasing the unique value a planner brings to their financial journey. Internal clients involve identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank, positioning yourself as a trusted advisor across the branch network.

Key duties

Following a comprehensive financial planning framework, you will be responsible for executing specific business development, client-centricity, and community involvement initiatives.

• 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, identifying additional opportunities and facilitating investment solutions or referrals.
• Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles and conducting outbound communications.
• Participating actively in local professional and community events and associations to deliver information sessions and financial seminars.

Who we're looking for

We would love to work with you if you bring the proper credentials, industry knowledge, and an entrepreneurial mindset to the table.

• 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 ability 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.

About the company

Scotiabank offers an entrepreneurial culture with the freedom to develop your career within a purpose-driven, winning team committed to results and an inclusive, high-performing culture.

• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it is convenient.
• A compensation structure that rewards growing and maintaining your client base, consisting of base plus variable pay.
• Access to leading-edge resources including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
• Partnership with retail branches and access to Scotia Global Asset Management.
• A work culture that promotes diversity, respect, and inclusion.