Financial Planner

Requisition ID: 201156

We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

• Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
• Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrate self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Foster strong engagement, educate clients, offer insights, and deliver expert advice.
• Exercise 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.

• Experience in financial planning and investment sales is preferred.
• Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
• You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You're able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

• 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.