Financial Planning Specialist
1 week ago
Role Overview
As a Financial Planning Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will leverage your external networks and centres of influence to grow your practice, while prioritizing client relationships and providing investment and financial planning advice to help them meet their unique goals.
Key Responsibilities
- Drive investment sales and new client acquisition, adhering to Global Sales Principles, compliance, and regulatory requirements.
- Establish business development opportunities with prospects and clients within the assigned market area.
- Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
Requirements
- 3 years of experience in financial planning and investment sales.
- Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
What's in it for you?
- 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.
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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