Financial Planner, Scotia Financial Planning

Join to apply for the Financial Planner, Scotia Financial Planning - Kanata, ON role at Scotiabank Requisition ID: 240970 Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. 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 will build and leverage your external and internal networks and centres of influence, understanding that growing a practice is all about building new and long‑term relationships. External Clients Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from. Internal Clients Deepen relationships with existing Scotiabank clients who may have limited interaction with the bank. Proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. Build strong internal partnerships across the branch network to ensure seamless access to the full breadth of Scotiabank’s resources. Qualities That Define You Driven by purpose and determination, you understand that your clients are your most valuable asset. You prioritize delivering personalized investment and financial planning advice that empowers clients to achieve their unique financial goals with confidence. You enjoy the flexibility of meeting clients outside of the office on a schedule that best suits you and them. You recognize the benefit of working within a collective Scotiabank framework that benefits both clients and your practice. Key Responsibilities Drive 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. Promote the development and sustainable growth of proprietary investment business in the assigned market area. Execute business development plans for mass affluent prospects and existing clients, identifying opportunities and facilitating implementation. Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities. Participate actively in local professional and community events and associations, delivering community information sessions and financial seminars. Build and maintain a market profile, network with investment industry specialists, and manage a small budget for independent marketing‑based activities. Required Skills and Experience 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). Successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs). Goal‑oriented and entrepreneurial, able to work independently with minimal supervision and as part of a larger 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 where you can set your own hours and meet clients when and where it’s convenient. A compensation structure that rewards growing and maintaining your client base. Access to leading‑edge resources to support your growth, including dedicated marketing support, powerful mobile technology, CRM, portfolio and financial planning software. The ability to build long‑lasting client relationships through exceptional advice and service. A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience. A work culture that promotes diversity, respect and inclusion. Other information: This role is base plus variable pay. It is a mobile role requiring frequent travel. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and our 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 we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. #J-18808-Ljbffr