Financial Planner - Scotiabank, Lebourgneuf, QC

AI Summary

As a Financial Planner at Scotiabank in Lebourgneuf, QC, you will focus on developing and deepening mass affluent client relationships. This role involves providing high-quality investment and financial planning advice and driving new client acquisition and business development. Key requirements include 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 Role

As a dedicated Financial Planner with Scotiabank in Lebourgneuf, Quebec, you will play a crucial role in empowering clients to achieve their financial objectives. This position emphasizes proactive client outreach, both to individuals outside the Scotiabank network and to existing Scotiabank clients who may have limited interaction with the bank. Your primary focus will be on developing and deepening mass affluent client relationships by offering high-quality, personalized investment and financial planning advice. You will act as a trusted advisor, guiding clients through their financial journey and demonstrating how expert financial planning can clarify and pursue their unique goals.

A significant aspect of this role involves strategic business development. You will be responsible for executing comprehensive business development plans for mass affluent prospects and existing clients within your assigned market area. This includes identifying new opportunities, facilitating the implementation of investment solutions, and making appropriate referrals to internal partners. The role also requires active participation in local professional and community events, building a strong market profile, and networking with investment industry specialists. By fostering strong internal partnerships across the branch network, you will ensure seamless access to Scotiabank’s full breadth of resources, bringing the best of the bank to every client interaction and driving sustainable growth for your practice. Your entrepreneurial spirit will be key to building new and long-term relationships, ultimately driving investment sales and new client acquisition while adhering to all compliance and regulatory requirements.

Skills and Experience

To succeed as a Financial Planner at Scotiabank, candidates must possess a robust skill set and relevant experience. 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 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 a mandatory qualification, underscoring a commitment to professional excellence in financial advice.

The ideal candidate will exhibit proven networking, client acquisition, and interpersonal skills, with specific experience in building and maintaining Centres of Influence (COIs). This role requires 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, current market trends, economic conditions, and the regulatory environment is crucial for providing informed investment and financial planning advice. Additionally, a valid driver's license and access to a vehicle are necessary to meet clients and prospects within the designated district, facilitating effective business development and client service.

Why Join Scotiabank?

Joining Scotiabank as a Financial Planner offers an entrepreneurial culture with the freedom to develop your career. You will benefit from a fast-paced, flexible work environment where you can set your own hours to meet clients conveniently. The compensation structure is designed to reward growing and maintaining your client base, encouraging strong business development. Scotiabank provides access to leading-edge resources, including dedicated marketing support, powerful mobile technology, and advanced customer relationship management (CRM) and financial planning software, all designed to support your growth. This role allows you to build long-lasting client relationships through exceptional advice and service, working within a supportive culture that promotes diversity, respect, and inclusion.