Financial Planner, Scotia Financial Planning

Requisition ID: 228958

Join 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. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships.

Key Responsibilities

- Engage in proactive client outreach to external clients outside the Scotiabank network, showcasing the unique value a Financial Planner brings.

- Deepen client relationships with internal clients, identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.

- 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.

- Provide client‑centric investment solutions through a financial planning framework.

- Conduct outbound communications and proactive calling to prospects.

- Participate actively in local professional and community events and associations.

- Build and maintain a market profile in the assigned market area.

What you will bring

- 3‑years of experience in financial planning and investment sales.

- Mutual fund certification with current accreditation and good standing for CIRO licensing requirements.

- Completed IPF designation.

- Proven networking, client acquisition and interpersonal skills; experience building and maintaining COIs.

- Goal‑oriented and entrepreneurial with ability 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.

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 growth and maintenance of your client base.

- Access to leading‑edge resources such as marketing support, 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.

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

Other Information

The compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Locations

Canada: Quebec – Longueuil, Boucherville, Brossard, Saint‑huber.

EEO Statement

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 during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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