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About the Role

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. You will build and leverage external and internal networks, understanding that growing a practice involves building new and long-term relationships.

Responsibilities

• Engage in proactive client outreach to individuals outside the Scotiabank network.
• Identify and engage with existing Scotiabank clients who may have limited interaction with the bank.
• Mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor.
• Build strong internal partnerships across the branch network.
• Drive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Execute business development plans for mass affluent prospects and existing clients.
• Identify additional business development opportunities and facilitate the implementation of an investment solution and/or referral to appropriate partners.
• Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
• Conduct outbound communications and proactive calling to prospects.
• Conduct complimentary needs analysis across several financial statements, including competitor statements.
• Participate actively in local professional and community events and associations.
• Identify opportunities to deliver community information sessions and financial seminars.
• Build and maintain a market profile in the assigned market area.
• Network with investment industry specialists while managing a small budget for independent marketing-based activities.

Requirements

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (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; experience building and maintaining Centres of Influence (COIs).
• Goal-oriented and entrepreneurial.
• Ability to work 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 license and access to a vehicle, to meet clients and prospects within the designated district.

Skills

• Financial planning
• Investment sales
• Networking
• Client acquisition
• Interpersonal skills
• Building and maintaining Centres of Influence (COIs)
• Goal-oriented
• Entrepreneurial
• Independent work
• Teamwork
• Market trends analysis
• Economic conditions analysis
• Regulatory environment analysis

Location

• Canada : Nova Scotia : Sydney

Work Type

• Mobile role
• Frequent travel

Experience Level

• 3-years of experience

Education Level

• Mutual fund certified professional
• CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)
• Personal Financial Planning (PFP®) designation
• Certified Financial Planner (CFP®) designation

Salary/Compensations

• Base plus variable pay

Benefits

• Entrepreneurial culture with the freedom to develop your career.
• Fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
• Compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software.
• Ability to build long-lasting client relationships through exceptional advice and service.
• Partnership with retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• Work culture that promotes diversity, respect, and inclusion.

About the Company

• Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

Equal Opportunity

• At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.