Financial Planner - Scotiabank, Halifax

Position summary

As a Financial Planner at Scotiabank in Halifax, 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: As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.

Internal clients: As a Financial Planner, 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.

Responsibilities

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

• 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 business development opportunities and facilitating the implementation of an investment solution and or referral to the appropriate partners.
• Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
• Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
• Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars.
• Building and maintaining a market profile in the assigned market area while networking with investment industry specialists.

Qualifications

We would love to work with you if you meet the following requirements and skills:

• 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 (COIs).
• Goal-oriented and entrepreneurial mindset with the ability to work independently as a self-motivated entrepreneur with minimal supervision.
• 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.

The team

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is in it for you:

• An entrepreneurial culture with the freedom to develop your career.
• 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.
• Access to leading-edge resources to support your growth, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.