Financial Planner, Scotia Financial Planning

Overview

In this role you will develop and deepen client relationships by delivering high-quality investment and financial planning advice to the mass affluent market. You will operate as an entrepreneurial professional, leveraging external networks to grow your practice within a supportive Scotiabank framework. You will drive investment sales and new client acquisition under a compliant framework, meeting clients where and when they prefer. This opportunity combines flexible client engagement with access to strong corporate resources to enable meaningful impact.

Pay / Benefits

• entrepreneurial culture
• flexible hours and location
• base plus variable pay
• dedicated marketing support
• mobile technology access
• leading CRM and financial planning software

Responsibilities

• Execute business development plans to grow proprietary investment business in the mass affluent segment
• Identify new opportunities and facilitate investment solutions or referrals
• Deliver client-centric investment solutions through a financial planning framework aligned with sales principles
• Perform outbound prospecting and needs analysis across financial statements
• Engage with local professional networks and community events to expand the client base
• Organize and participate in community information sessions and financial seminars
• Build a market profile for the assigned district and manage budget for independent marketing activities
• Collaborate with branches and Scotia Global Asset Management to enhance client experience

Key requirements

• 3 years of experience in financial planning and investment sales
• Mutual Funds Certified Professional
• MFDA licensing accreditation and good standing (Investments Funds in Canada or Canadian Securities Course)
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation
• Strong networking, client acquisition, and relationship-building skills with COIs
• Goal-oriented and entrepreneurial with ability to work independently and in a team
• Knowledge of competitive offerings, market trends, regulatory environment
• Valid driver’s license and access to a vehicle

• entrepreneurial mindset
• strong interpersonal skills
• self-motivation and independence
• CRM (leading CRM platform mentioned)
• financial planning software
• portfolio management software

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