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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 engage in proactive client outreach to individuals outside and inside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. You will identify and engage with existing Scotiabank clients who may have limited interaction with the bank, mining opportunities and cultivating meaningful connections to position yourself as a trusted advisor.

Responsibilities

Driving 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.
Promote the development and sustainable growth of proprietary investment business in the assigned market area.
Execute on 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 the 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 to remain top-of-mind for future business opportunities.
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 to develop and expand your network and develop prospects.
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.
You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You have 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).
You’re goal-oriented and entrepreneurial.
You can 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
Mutual fund certification
CIRO licensing
Investments Funds in Canada
Canadian Securities Course
Personal Financial Planning (PFP®)
Certified Financial Planner (CFP®)
Networking
Client acquisition
Interpersonal skills
Centre of Influence (COI) building
Goal-oriented
Entrepreneurial
Independent work
Teamwork
Market trend analysis
Economic condition analysis
Regulatory environment knowledge

Location

Canada : Ontario : Toronto

Work Type

Mobile role
Frequent travel

Experience Level

3-years of experience

Education Level

Mutual fund certified professional
Personal Financial Planning (PFP®) designation
Certified Financial Planner (CFP®) designation

Salary/Compensations

Base plus variable pay

Benefits

An entrepreneurial culture with the freedom to develop your career.
A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
A 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.
The ability to build long-lasting client relationships through exceptional advice and service.
A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
A 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.