Financial Planner - Scotiabank, Penticton

The Opportunity

Join Scotiabank's Scotia Financial Planning team as a Financial Planner in Penticton, BC. This role, previously known as an Investment Specialist, is central to developing and deepening client relationships by providing high-quality financial advice and service within the mass affluent market. As a dedicated entrepreneur, you will leverage your external networks and centres of influence to build new and long-term relationships, understanding that your clients are your greatest asset. Your priority will be providing expert investment and financial planning advice to help clients meet their unique goals.

This position offers the flexibility to meet clients outside of the office on a schedule that suits both you and them. You will operate within a collective Scotiabank framework that benefits both your clients and your overall business practice. 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. You will also establish business development opportunities with prospects and clients within your assigned market area.

Your Impact

As a Financial Planner, you will be instrumental in promoting the development and sustainable growth of proprietary investment business in the assigned market area. Your responsibilities will include:

• Executing on business development plans for prospects and existing clients within the mass affluent market.
• Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to 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 to develop and expand your network.
• Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
• Building and maintaining a market profile in the assigned market area.
• Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Requirements

We are looking for a motivated individual with a strong background in financial services. To succeed in this role, you should possess:

• 3 years of experience in financial planning and investment sales.
• Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Successful completion of 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).
• A goal-oriented and entrepreneurial mindset, capable of working independently as a self-motivated entrepreneur with minimal supervision, and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's licence and access to a vehicle, to meet clients and prospects within the designated district.

Who You'll Work With

You will join a purpose-driven, winning team committed to results within an inclusive and high-performing culture. Scotiabank fosters an entrepreneurial culture, granting you the freedom to develop your career and build long-lasting client relationships through exceptional advice and service. You will benefit from a fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.

You will have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, and leading CRM, portfolio, and financial planning software. This role also involves a strong partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience, all within a work culture that promotes diversity, respect, and inclusion. This is a fantastic opportunity for those seeking Scotiabank jobs focused on financial planning and client success.