Financial Planner

2 weeks ago

Regina, Saskatchewan, Canada Scotiabank Full time

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 focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

Key responsibilities include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
  • Natural curiosity to uncover and solve for clients' needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Providing customized financial strategies and solutions, educating clients, and providing relevant insights and expert advice.
  • Demonstrating a collaborative approach when dealing with peers, clients, and partners.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Requirements include:

  • 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.
  • Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • 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.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Scotiabank offers a competitive compensation and benefits package, access to leading-edge resources, and a work culture that promotes diversity, respect, and inclusion.

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