Financial Planner - Scotiabank, Grand Falls-Windsor/Gander

AI Summary

This role is for a Financial Planner at Scotiabank, located in Grand Falls-Windsor or Gander, Newfoundland and Labrador. The position focuses on developing mass affluent client relationships by providing high-quality financial advice and service. Key duties include driving investment sales, new client acquisition, and establishing business development opportunities. Successful candidates require at least three years of experience in financial planning and investment sales, along with mutual fund certification and a PFP® or CFP® designation.

About the Financial Planner Role at Scotiabank

As a Financial Planner with Scotiabank, you will be instrumental in developing and deepening relationships with mass affluent clients, offering expert financial planning and investment advice. This role emphasizes proactive client outreach, both to individuals outside the Scotiabank network and existing clients with limited interaction, demonstrating the unique value a dedicated financial planner brings. You will engage in meaningful conversations to help clients clarify, pursue, and achieve their financial objectives, positioning yourself as a trusted advisor. A core aspect of this position involves driving investment sales and new client acquisition, always adhering to Global Sales Principles and regulatory requirements. You will also establish crucial business development opportunities within your assigned market area, leveraging internal partnerships across the branch network to provide clients with the full breadth of Scotiabank’s resources. This entrepreneurial role offers the flexibility to meet clients outside the office, on a schedule that suits both parties, while benefiting from Scotiabank’s collective framework.

Skills and Qualifications for a Scotiabank Financial Planner

To succeed as a Financial Planner at Scotiabank, candidates should possess a robust skill set and relevant qualifications. A minimum of three years of experience in financial planning and investment sales is essential, demonstrating a proven track record in the field. Applicants must be mutual fund certified professionals with current accreditation and in good standing for CIRO licensing requirements, such as Investments Funds in Canada or the Canadian Securities Course. Furthermore, successful completion of a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation is required. The ideal candidate will exhibit strong networking, client acquisition, and interpersonal skills, with experience in building and maintaining Centres of Influence. This role demands a goal-oriented and entrepreneurial individual who can work independently as a self-motivated planner with minimal supervision, while also contributing effectively as part of a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment is also crucial for effective business development and client service. A valid driver's licence and access to a vehicle are necessary to meet clients and prospects within the designated district, facilitating comprehensive financial planning.