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Financial Planner/Investment Specialist

4 months ago

Oshawa ON, Canada Scotiabank Full time

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.


You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing 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 by:
~ Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.


~ Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting complimentary needs analysis across several financial statements, including competitor statements.


~ Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

3 years of experience in financial planning and investment sales.


~ You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).


~ Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.


~ Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)


~ 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.

A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.


~ Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.


~ A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.


~ A work culture that promotes diversity, respect, and inclusion.

Location(s): Canada : Ontario : Oshawa || Canada : Ontario : Ajax || Canada : Ontario : Pickering || Canada : Ontario : Whitby


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.


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 . Candidates must apply directly online to be considered for this role.