Financial Planner

Responsibilities

• Develop and deepen mass affluent client relationships through proactive outreach and business development.
• Drive investment sales and new client acquisition while adhering to Global Sales Principles and regulatory requirements.
• Execute business development plans for prospects and existing clients within the assigned market area.
• Provide client-centric investment solutions using a comprehensive financial planning framework.
• Participate in local professional and community events to build a market profile and expand your network.
• Conduct outbound communications and needs analyses to remain top-of-mind for future business opportunities.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification (Investment Funds in Canada or Canadian Securities Course) in good standing for CIRO licensing.
• Successful completion of a Personal Financial Planning (PFP®) and/or 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 frequent travel to meet clients.
• Entrepreneurial mindset with the ability to work independently and meet goals.

Benefits

• Entrepreneurial culture with the freedom to develop your own career and schedule.
• Compensation structure that rewards growing and maintaining your client base (base plus variable pay).
• Access to leading-edge resources, including dedicated marketing support 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.