Financial Planner

We are seeking a highly skilled Financial Planner to join our team at Scotiabank. 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.

• 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 for client 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.
• Demonstrate 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.

• 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.
• You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You're goal-oriented and entrepreneurial. You can 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.

• 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.