Financial Planner - Scotiabank, Sherbrooke

AI Summary

This Financial Planner role at Scotiabank in Sherbrooke, Quebec, focuses on developing and deepening mass affluent client relationships. The successful candidate will provide high-quality financial planning and investment advice, drive investment sales, and engage in proactive business development. Key requirements include three years of experience in financial planning and investment sales, along with mutual fund certification and a PFP® or CFP® designation.

About the Opportunity at Scotiabank

Scotiabank is seeking a dedicated Financial Planner to join its team in Sherbrooke, Quebec. This entrepreneurial role is centred on building and nurturing strong relationships with mass affluent clients, both within and outside the existing Scotiabank network. As a Financial Planner, you will be instrumental in guiding clients through their financial journey, offering personalized investment and financial planning advice to help them clarify and achieve their unique financial objectives. The position emphasizes proactive client outreach and the cultivation of meaningful connections, positioning the planner as a trusted advisor. You will leverage internal partnerships across the branch network to ensure clients have seamless access to the full breadth of Scotiabank’s resources, enhancing every client interaction. This role offers the flexibility to meet clients outside of the office, on a schedule that suits both the client and the planner, fostering a truly client-centric approach to financial services.

Driving Business Development and Client Success

A core aspect of this Financial Planner position involves driving investment sales and new client acquisition while strictly adhering to Global Sales Principles and all regulatory requirements. The successful candidate will establish robust business development opportunities with prospects and existing clients within the assigned market area. This includes executing comprehensive business development plans for mass affluent individuals, identifying additional opportunities, and facilitating the implementation of appropriate investment solutions or referrals to specialized partners. Providing client-centric investment solutions through a structured financial planning framework is paramount. This will involve conducting outbound communications and proactive calling to prospects to maintain top-of-mind awareness for future business. Furthermore, the Financial Planner will conduct complimentary needs analyses across various financial statements, including those from competitors, to offer informed advice. Community involvement is also key, requiring active participation in local professional and community events to expand networks, develop prospects, and build a strong market profile. Managing a small budget for independent marketing activities will support these business development efforts.

Essential Skills and Qualifications

To excel as a Financial Planner with Scotiabank, candidates must possess a minimum of three years of experience in financial planning and investment sales. Essential qualifications include current mutual fund certification, maintaining good standing for CIRO licensing requirements (such as Investments Funds in Canada or Canadian Securities Course), and successful completion of a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. Proven networking, client acquisition, and strong interpersonal skills are crucial, along with experience in building and maintaining Centres of Influence. The ideal candidate is goal-oriented, entrepreneurial, and capable of working independently as a self-motivated professional while also collaborating effectively within a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment is also required. Given the mobile nature of this role, a valid driver's licence and access to a vehicle are necessary to meet clients and prospects across the designated district. Additionally, the ability to communicate effectively in both French and English is required, as the role involves regular interaction with English-speaking colleagues and clients.