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About the Role

As a Financial Planner in our retail branch network, you will manage an assigned portfolio of clients, focusing on meeting and exceeding deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing clients and referrals.

Responsibilities

Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
Utilize financial planning skills and tools to support client financial goals.
Identify client needs and deliver trusted financial advice regarding investments and retirement planning.
Craft personalized financial strategies and solutions based on client needs.
Educate clients, offer insights, and deliver expert advice.
Build relationships and focus on providing a great client experience.
Grow long-standing relationships with existing clients.
Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
Focus on achieving targets for 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.
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
Retirement planning
Wealth accumulation
Estate planning
Financial planning skills
Financial planning tools
Client needs analysis
Investment advice
Retirement planning advice
Self-motivation
Goal-oriented mindset
Personalized financial strategies
Client engagement
Client education
Client insights
Expert advice delivery
Relationship building
Client experience focus
Advanced technology utilization
Financial planning process streamlining
Target achievement
Client satisfaction focus
Business growth focus
Collaborative team culture
Results-driven culture
Competitive offerings knowledge
Market trends knowledge
Economic conditions knowledge
Regulatory environment knowledge

Location

Canada : Ontario : Toronto

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
Investment Funds in Canada or bank-recognized equivalent

Benefits

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

About the Company

Scotiabank is a leading bank in the Americas.
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.