b Overview /b p As a Financial Planner, you will build and deepen mass affluent client relationships by delivering tailored investment and financial planning advice. You work as an entrepreneurial, client-focused advisor who engages external clients and collaborates with internal partners to provide comprehensive solutions. You’ll operate within a Scotiabank framework to drive growth while maintaining compliance and delivering exceptional service. The role combines flexible client engagement with community presence to expand your network and impact. /p b Pay / Benefits /b ul li base plus variable pay /li li flexible hours /li li supportive marketing resources /li li mobile technology /li li leading CRM /li li diverse and inclusive culture /li /ul b Responsibilities /b ul li Drive investment sales and new client acquisition while following Global Sales Principles and regulatory requirements /li li Develop business opportunities within the assigned market area and coordinate appropriate investment solutions or referrals /li li Provide client-centric investment solutions through a financial planning framework and proactive outreach /li li Conduct needs analyses across multiple financial statements to inform recommendations /li li Engage in local community activities and events to grow network and generate prospects /li li Build and maintain a market profile and collaborate with investment industry specialists /li li Manage a small budget for independent marketing activities and COI development /li li Collaborate with branch network to access Scotiabank resources for clients /li /ul b Key requirements /b ul li 3-years of experience in financial planning and investment sales /li li Mutual fund certification with CIRO licensing requirements (IF Funds in Canada or CSC) /li li Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation /li li Proven networking and Centre of Influence (COI) development skills /li li Entrepreneurial, self-motivated, able to work independently and in a team /li li Knowledge of market trends, regulatory environment, and competitive offerings /li li Valid driver’s license and access to a vehicle /li /ul ul li strong networking and interpersonal skills /li li goal-oriented and self-motivated /li li ability to manage multiple stakeholders /li li CRM usage /li li financial planning software /li li portfolio management tools /li /ul
Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street) 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.
