Financial Planner

1 week ago


Williams Lake, British Columbia, Canada Scotiabank Full time

Join a purpose-driven team at Scotiabank, a leading bank in the Americas, where we help our customers achieve success through a range of advice, products and services.

Financial Planner

As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be to provide investment and financial planning advice to help clients meet their unique goals.

Key Responsibilities:
  • Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
  • Naturally curious and self-directed, you will uncover and solve for clients' needs, delivering trusted financial advice on investments and retirement planning.
  • You will be highly engaged, educating clients, providing relevant insights, and expert advice, while demonstrating a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Requirements:
  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You are a mutual funds certified professional, with current accreditation and good standing for MFDA licensing requirements.
  • You are goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?
  • A competitive compensation and benefits package that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities - for you and your clients.

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