Financial Planner

As a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen 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.

We offer a competitive compensation and benefits package that rewards growing and maintaining your client base. You'll also have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. Our work culture promotes diversity, respect, and inclusion, and we're committed to making a difference in our communities – for you and your clients.