Financial Planner - Scotiabank, Windsor

About this opportunity

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture at Scotiabank. To ensure our purpose is front and centre, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division.

As a Financial Planner among Scotiabank jobs, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you know how to leverage your external networks and understand that growing a practice is all about building new and long-term relationships while providing investment and financial planning advice.

Responsibilities

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements. Key duties 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 the appropriate partners.
• Providing client-centric investment solutions through a financial planning framework aligned 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 while networking with investment industry specialists and managing a small budget for independent marketing-based activities.

Qualifications

To succeed in this Scotiabank career, you should bring the following skills and credentials:

• 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 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 license and access to a vehicle to meet clients and prospects within the designated district.

Who you'll work with

You will enjoy the flexibility of meeting clients outside of the office on a schedule that suits everyone, supported by an entrepreneurial culture that gives you the freedom to develop your career. Scotiabank provides access to leading-edge resources including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. You will also partner with branches and access Scotia Global Asset Management to deliver an excellent client experience.