Financial Planning and Investment Sales Professional

4 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time

Are you a motivated and goal-oriented professional looking to advance your career in financial planning and investment sales?

In this role, you will have the opportunity to promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

What We're Looking For

  • 3 years of experience in financial planning and investment sales.
  • Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements.
  • Actively working towards a Financial Planning designation, with completed education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition, and interpersonal skills, with experience building and maintaining Centres of Influence (COIs).
  • Goal-oriented and entrepreneurial, with the ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A 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 inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
  • A competitive rewards package, including a performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one.
  • Career development and progression opportunities.
  • The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Métis Scotiabankers and their allies when joining our Indigenous Employee Resource Group.
  • $10,000 annually dedicated to your well-being.
  • Traditional Indigenous Practices Leave.
  • Indigenous Employee Mentoring Program.
  • 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 for them.
  • 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, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • Ability to provide an excellent client experience without going to the branch.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

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