Financial Planning and Investment Sales Professional

7 days ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

This is a unique opportunity to join Scotiabank as a Financial Planning and Investment Sales Professional, where you will play a key role in promoting the development and sustainable growth of proprietary investment business in the assigned market area.

Key Responsibilities
  • Business Development: Execute on business development plans for prospects and existing clients within the mass affluent market, identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conduct complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participate actively in local professional and community events and associations to develop and expand your network. Identify opportunities to deliver community information sessions and financial seminars to grow prospects. Build and maintain a market profile in the assigned market area. Network with investment industry specialists while managing a small budget for independent marketing-based activities.
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).
  • Actively working towards a Financial Planning designation. Completed education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • Goal-oriented and entrepreneurial. Ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
What We Offer
  • An inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
  • A competitive rewards package: Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one.
  • Career development and progression opportunities.
  • The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Métis Scotiabankers and their allies when joining our Indigenous Employee Resource Group.
  • $10,000 annually dedicated to your well-being.
  • Traditional Indigenous Practices Leave.
  • Indigenous Employee Mentoring Program.
  • 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.
  • 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.
  • Ability to provide an excellent client experience without going to the branch.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

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