Financial Planner, Charlottetown or Summerside

4 weeks ago

Charlottetown, Prince Edward Island, Canada Scotiabank Full time
Financial Planner Opportunity

We are seeking a skilled Financial Planner to join our team in Charlottetown or Summerside. As a Financial Planner, 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 comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice on investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Exercise a 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 (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Ability to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What We Offer:
  • 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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