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Financial Planning Professional
1 month ago
As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.
This involves following a comprehensive financial planning framework, focusing on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market area. You will promote the development and sustainable growth of proprietary investment business in the assigned market area by conducting in-depth reviews for assigned clients, utilizing financial planning skills and tools to support our clients' financial goals.
You will work closely with peers, clients, and partners to build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. If you have a strong entrepreneurial spirit, are self-directed, and performance-oriented, we encourage you to apply for this exciting opportunity.
What We Offer- A competitive compensation package that rewards growing and maintaining your client base, including access to leading-edge resources to support your growth.
- Opportunities to build long-lasting client relationships through exceptional advice and service, working in a diverse and inclusive environment.
- The ability to make a difference in our communities – for you and your clients – through our organization's commitment to making a positive impact.
We are seeking an experienced Financial Planner who has successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. You should have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment is essential.
