Virtual Financial Planner - Scotiabank, Northeast Alberta

AI Summary

Scotiabank is seeking a Virtual Financial Planner for its Scotia Financial Planning team in Northeast Alberta, covering locations like Edmonton, Cold Lake, and Bonnyville. This role focuses on developing and deepening client relationships by providing high-quality investment and financial planning advice within the mass affluent market. Key duties include driving investment sales and new client acquisition through a comprehensive financial planning framework. Top requirements include three years of experience in financial planning and investment sales, MFDA/IFC/CSC certification, and a PFP® or CFP® designation.

About the Opportunity at Scotiabank

Join the Scotia Financial Planning team within Scotiabank's Global Asset Management Division as a Virtual Financial Planner, a role previously known as Investment Specialist. This position offers the flexibility to meet clients outside of a traditional office setting, allowing for a schedule that best suits both the planner and their clients. The focus is on 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 external networks and centres of influence to build new and long-term relationships, recognising that clients are your greatest asset. This role operates within a collective Scotiabank framework, benefiting both your clients and your overall business practice. Scotiabank jobs offer a purpose-driven environment committed to results and an inclusive culture.

Core Responsibilities and Business Development

As a Virtual Financial Planner, your primary responsibility will be to drive investment sales and new client acquisition, all while adhering to Scotiabank's Global Sales Principles and regulatory requirements. You will actively promote the development and sustainable growth of proprietary investment business within your assigned market area. This involves executing comprehensive business development plans for both prospects and existing clients within the mass affluent market, identifying additional opportunities, and facilitating the implementation of appropriate investment solutions or referrals to partners. A client-centric approach is paramount, involving proactive outbound communications to prospects and conducting complimentary needs analyses across various financial statements. Furthermore, you will engage actively in local professional and community events to expand your network, identify opportunities for financial seminars, and build a strong market profile. Managing a small budget for independent marketing activities and networking with investment industry specialists are also key aspects of this dynamic role within Scotiabank.

Ideal Candidate Profile

To succeed in this Scotiabank career opportunity, candidates should possess at least three years of experience in financial planning and investment sales. Essential certifications include being a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements, such as Investments Funds in Canada (IFC) or the Canadian Securities Course (CSC). Successful completion of a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation is also required. The ideal candidate will demonstrate proven networking, client acquisition, and interpersonal skills, with experience in building and maintaining Centres of Influence. This role suits a goal-oriented, entrepreneurial individual who can work independently as a self-motivated professional with minimal supervision, while also contributing effectively as part of a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment is crucial. A valid driver's licence and access to a vehicle are necessary to meet clients and prospects within the designated district, ensuring comprehensive service delivery.