Financial Planner and Investment Specialist

1 month ago

Vancouver, British Columbia, Canada Scotiabank Full time
Financial Planning and Investment Expertise

Scotiabank is seeking a skilled Financial Planner and Investment Specialist to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities:

  • 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.
  • Natural curiosity to uncover and solve clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Self-directed, performance-oriented approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies, and solutions.
  • Highly engaged, educate clients, provide relevant insights and expert advice.
  • 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.

Requirements:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • Mutual funds certified professional, current accreditation, and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?

  • 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.

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