At a Glance
- Tasks: Build relationships and provide tailored financial advice to clients.
- Company: Join Scotiabank, a leading bank in the Americas with a purpose-driven culture.
- Benefits: Flexible hours, competitive compensation, and access to cutting-edge resources.
- Other info: Dynamic work environment with opportunities for community involvement and networking.
- Why this job: Make a real impact on clients' financial journeys while growing your career.
- Qualifications: 3 years of financial planning experience and relevant certifications required.
The predicted salary is between 49500 - 60500 £ per year.
"Please note that Scotiabank offers various investment specialist opportunities.
If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."
What is the role of a Financial Planner?
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service.
As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
External clients
As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives-no matter where they are starting from.
Internal clients
As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.
You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor.
By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank's resources-bringing the best of the bank to every client interaction.
As a Financial Planner you are
- Driven by purpose and determination, you understand that your clients are your most valuable asset.
Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence.
- You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.
- You recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, you will be responsible for the following:
- Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
- Establish business development opportunities with prospects and clients within the assigned market area.
- Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
Is this role right for you? In this role, you will
- Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Business
Development: Executing on business development plans for mass affluent prospects and existing clients.
Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
Conducting complimentary needs analysis across several financial statements, including competitor statements.
- Community
Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects.
Building and maintaining a market profile in the assigned market area.
Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
- 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.
- 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 customer relationship management (CRM), portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
- A work culture that promotes diversity, respect, and inclusion.
Do you have the skills that will enable you to succeed in this role?
We'd love to work with you if you have
- 3-years of experience in financial planning and investment sales.
- You're a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You have successfully completed 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).
- 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.
- 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.
Scotiabank is a leading bank in the Americas.
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West) in City of London employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals in the financial sector. Located in the vibrant city of London, employees benefit from competitive salaries, comprehensive growth opportunities, and a collaborative environment that encourages innovation and client-focused solutions. Join a high-performing team where your contributions directly impact the success of the Prime Services business and where you can thrive in a dynamic global market.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West) in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Scotiabank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West) in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Scotiabank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Scotiabank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Scotiabank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Scotiabank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Scotiabank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Scotiabank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
