Financial Planner - Scotiabank, Mission/Chilliwack

AI Summary

Scotiabank is actively seeking a Financial Planner for its Scotia Financial Planning team in Mission and Chilliwack, British Columbia. This pivotal role focuses on developing and deepening client relationships by providing high-quality financial and investment planning advice within the mass affluent market. Key duties include driving investment sales and new client acquisition, while establishing business development opportunities. Top requirements for this Scotiabank career opportunity include at least three years of experience in financial planning and investment sales, along with a PFP® or CFP® designation.

About the Role

As a Financial Planner within Scotiabank's Global Asset Management Division, you will play a crucial role in helping clients achieve their unique financial goals. This position emphasizes an entrepreneurial approach, encouraging you to leverage external networks and centres of influence to build new and long-term relationships. Your primary focus will be on providing comprehensive investment and financial planning advice, ensuring clients receive tailored solutions that align with their needs and aspirations. The flexibility to meet clients outside of the office, on a schedule that suits both parties, is a key aspect of this role, allowing for a truly client-centric approach.

This Scotiabank job involves executing robust business development plans for prospects and existing clients within the mass affluent market. You will be responsible for identifying additional business development opportunities and facilitating the implementation of appropriate investment solutions or referrals to partners. Adhering to Global Sales Principles, compliance, and regulatory requirements is paramount while driving investment sales and new client acquisition. Community involvement is also encouraged, with opportunities to participate in local professional and community events to expand your network and deliver financial seminars, further building your market profile and generating new business.

Key Requirements

To succeed in this Financial Planner role at Scotiabank, candidates must possess a minimum of three years of experience in financial planning and investment sales. Essential qualifications include current accreditation and good standing for MFDA licensing requirements, such as the Investment Funds in Canada (IFC) or Canadian Securities Course (CSC). Furthermore, successful completion of a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation is required, demonstrating a strong foundation in financial planning principles.

Prospective candidates should exhibit proven networking, client acquisition, and interpersonal skills, with a track record of building and maintaining Centres of Influence (COIs). The ideal individual is goal-oriented and entrepreneurial, capable of working independently as a self-motivated professional 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 within the Canadian financial sector is crucial. Finally, a valid driver's licence and access to a vehicle are necessary to meet clients and prospects efficiently within the designated district, facilitating effective business development and client service.