Financial Planner, Scotia Financial Planning

OverviewTitle: Financial Planner, Scotia Financial Planning - Truro or Amherst, NSRequisition ID: 238430Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our Financial Advisor Investment and Retirement planning postings.”What is the role of a Financial Planner?As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You know how to build and leverage your external and internal networks and centres of influence and understand that growing a practice is about building new and long-term relationships.ResponsibilitiesExternal clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, demonstrate how expert financial planning can empower clients to clarify, pursue, and achieve their financial objectives.Internal clients – Deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. Mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. Build strong internal partnerships across the branch network to access Scotiabank’s resources in every client interaction.Driven by purpose and determination, you deliver personalized investment and financial planning advice that empowers clients to achieve their unique financial goals with confidence.You enjoy meeting clients outside of the office on a schedule that suits you and them.You work within a collective Scotiabank framework that benefits both clients and your practice.Following a comprehensive financial planning frameworkDrive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.Establish business development opportunities with prospects and clients within the assigned market area.Is this role right for you?In this role, you will:Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Execute on business development plans for mass affluent prospects and existing clients. Identify additional opportunities and facilitate the implementation of an investment solution or referral to appropriate partners.Client-centricity: Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to stay top-of-mind. Conduct complimentary needs analyses across several financial statements, including competitor statements.Community Involvement: Participate in local professional and community events, deliver community information sessions and financial seminars, develop and expand your network, and manage a small budget for independent marketing activities.Do you have the skills to succeed?We’d love to work with you if you have:3 years of experience in financial planning and investment sales.Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).PFP designation and/or CFP designation.Proven networking, client acquisition and interpersonal skills; experience building Centres of Influence (COIs).Goal-oriented and entrepreneurial; able to work independently and as part of a team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.Valid driver’s license and access to a vehicle to meet clients and prospects within the designated district.What’s in it for you?An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment with autonomy over schedule.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.Opportunity to build long-lasting client relationships through exceptional advice and service.Partnership with retail branches and access to Scotia Global Asset Management for an excellent client experience.Awork culture that promotes diversity, respect, and inclusion.Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.#LI-AD1Location(s): Canada : Nova Scotia : TruroCanada : Nova Scotia : AmherstScotiabank 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 during the recruitment and selection process, please contact our Recruitment team. If you require technical assistance, please click here. Candidates must apply online to be considered. We thank all applicants for their interest; however, only those selected for an interview will be contacted. #J-18808-Ljbffr