Financial Planner - Scotiabank, Mississauga

About this opportunity

Scotiabank is seeking a Financial Planner for the Scotia Financial Planning team within their Global Asset Management Division. This position focuses on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you will leverage your external networks and centres of influence to grow your practice, supported by a collective Scotiabank framework.

What you'll do

Following a comprehensive financial planning framework, you will drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements. Key responsibilities include:

• Executing on business development plans for prospects and existing clients within the mass affluent market, and identifying additional opportunities for investment solutions or referrals.
• Providing client-centric investment solutions through a financial planning framework aligned with Global Sales Principles, conducting outbound communications, and performing complimentary needs analysis across multiple financial statements.
• Participating actively in local professional and community events, delivering financial seminars, building a market profile, and networking with investment industry specialists while managing a small marketing budget.

Requirements

To succeed in this role, applicants must possess the following qualifications:

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements, such as 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 with experience building and maintaining Centres of Influence.
• Goal-oriented and entrepreneurial mindset, with the ability to work independently as a self-motivated entrepreneur under minimal supervision as well 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.

The team

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture. Scotiabank offers an entrepreneurial culture with career freedom, a flexible work environment where you can set your own hours, and a compensation structure of base plus variable pay that rewards maintaining your client base. You will also have access to leading-edge resources, dedicated marketing support, powerful mobile technology, CRM, portfolio and financial planning software, and partnership with branches and Scotia Global Asset Management.