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About the Role

As a Financial Planner in our retail branch network, you will be responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Responsibilities

Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibit a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrate self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Foster strong engagement, educate clients, offer insights, and deliver expert advice.
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Requirements

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Skills

Financial planning
Investment sales
Financial planning skills
Financial advice
Self-motivation
Goal-oriented mindset
Client relationship building
Client experience
Advanced technology utilization
Client satisfaction
Business growth

Location

Woodstock, Ontario, Canada

Work Type

Full-time

Experience Level

Preferred experience in financial planning and investment sales

Education Level

CIFP/CFP designation or bank recognized equivalent
Certification as a Mutual Funds Representative

Benefits

Competitive compensation and benefits package
Relocation support (upon approval)
Competitive incentives

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.