Financial Planner

Responsibilities

• Develop and deepen mass affluent client relationships by providing high-quality investment and financial planning advice.
• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Execute business development plans to identify and engage mass affluent prospects and existing clients.
• Conduct proactive outbound communications and needs analyses to remain top-of-mind for future business opportunities.
• Participate in local professional and community events to build a market profile and expand your professional network.
• Collaborate with internal branch partners to ensure clients have access to the full breadth of Scotiabank’s resources.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with current accreditation and good standing for CIRO licensing requirements (e.g., Investment Funds in Canada or Canadian Securities Course).
• Successful completion of a Personal Financial Planning (PFP®) and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition, and interpersonal skills, including experience with Centres of Influence (COIs).
• A valid driver's license and access to a vehicle for meeting clients within the designated district.
• Ability to work independently as a self-motivated entrepreneur.

Benefits

• Entrepreneurial culture with the freedom to develop your own career and schedule.
• Flexible work environment with the ability to meet clients at their convenience.
• Compensation structure that rewards the growth and maintenance of your client base.
• Access to leading-edge resources, including dedicated marketing support, CRM, and advanced financial planning software.
• 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 capital markets.