Financial Planner

Responsibilities

• Develop and deepen mass affluent client relationships through proactive outreach and community engagement.
• Provide high-quality, client-centric investment and financial planning advice using a comprehensive framework.
• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Execute business development plans to identify and engage prospects and existing Scotiabank clients.
• Build and maintain a market profile by participating in local professional events, community associations, and financial seminars.
• Collaborate with internal branch networks and 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 building Centres of Influence (COIs).
• A valid driver's license and access to a vehicle for meeting clients and prospects 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 (base plus variable pay).
• Access to leading-edge resources, including dedicated marketing support, mobile technology, and advanced CRM and 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.