Financial Planner, Scotiabank - Montreal West, QC

AI Summary

This Scotiabank opportunity in Montreal West, Quebec, seeks a Financial Planner to develop and deepen mass affluent client relationships. Key duties involve providing high-quality financial advice, driving investment sales, and new client acquisition through extensive business development.

Top requirements include three years of experience in financial planning and investment sales, 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 fostering and expanding relationships with mass affluent clients, delivering exceptional financial advice and service. This role is ideal for a dedicated entrepreneur who excels at leveraging both external and internal networks and centres of influence. Your primary focus will be on building new and enduring relationships, crucial for the growth and success of your practice. You will proactively engage with individuals outside the Scotiabank network, showcasing the distinct value a professional Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, you will empower clients to articulate, pursue, and ultimately achieve their financial objectives, irrespective of their current financial standing. Furthermore, you will play a pivotal role in deepening existing client relationships within Scotiabank, identifying and engaging with clients who may have limited interaction with the bank. By cultivating strong internal partnerships across the branch network, you will ensure seamless access to the full spectrum of Scotiabank’s resources, providing the best possible service to every client interaction. Your purpose-driven approach to delivering personalized investment and financial planning advice will empower clients to confidently achieve their unique financial goals.

Driving Business Development and Client-Centric Solutions

A core aspect of this Financial Planner position involves driving investment sales and new client acquisition, all while strictly adhering to Scotiabank’s Global Sales Principles, compliance, and regulatory requirements. You will be responsible for establishing robust business development opportunities with prospects and clients within your assigned market area. This includes executing comprehensive business development plans specifically designed for mass affluent prospects and existing clients. Beyond initial engagement, you will identify further business development avenues and facilitate the implementation of tailored investment solutions or appropriate referrals to internal partners. Your approach will be profoundly client-centric, providing investment solutions framed within a holistic financial planning perspective. This involves proactive outbound communications and consistent calling to prospects, ensuring Scotiabank remains top-of-mind for future business opportunities. Additionally, you will conduct complimentary needs analysis across various financial statements, including those from competitors, to provide comprehensive and informed advice. Community involvement is also key; you will actively participate in local professional and community events, identifying opportunities to deliver informative community sessions and financial seminars to expand your network and cultivate new prospects. Building and maintaining a strong market profile in the assigned area, alongside networking with investment industry specialists, are essential for sustained business development.

Skills and Support for Your Financial Planning Career

To succeed in this challenging yet rewarding Financial Planner role, candidates typically possess at least three years of experience in financial planning and investment sales. Essential qualifications include being a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements, such as Investments Funds in Canada or the Canadian Securities Course. Successful completion of a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation is also required. Proven networking, client acquisition, and strong interpersonal skills are critical, particularly experience in building and maintaining Centres of Influence. The ideal candidate is goal-oriented and entrepreneurial, capable of working independently as a self-motivated professional with minimal supervision, while also thriving as part of a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment is vital. A valid driver's license and access to a vehicle are necessary to meet clients and prospects within the designated district. Scotiabank offers an entrepreneurial culture with the freedom to shape your career, a flexible work environment allowing you to set your own hours, and a compensation structure that rewards the growth and maintenance of your client base. You will have access to leading-edge resources, including dedicated marketing support, powerful mobile technology, and advanced CRM, portfolio, and financial planning software, all designed to support your growth and enable you to build lasting client relationships through exceptional advice and service.