At a Glance
- Tasks: Build client relationships and provide tailored financial advice in a flexible, dynamic environment.
- Company: Join Scotiabank, a leading bank committed to diversity and community success.
- Benefits: Enjoy a competitive pay structure, marketing support, and access to cutting-edge resources.
- Other info: Mobile role with flexible hours and opportunities for community involvement.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your own practice.
- Qualifications: 3 years in financial planning, strong networking skills, and relevant certifications required.
The predicted salary is between 49500 - 60500 £ per year.
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. Most importantly, you realise that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.
Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
- Conducting complimentary needs analysis across several financial statements, including competitor statements.
Community Involvement:
- Participating actively in local professional and community events and associations to develop and expand your network.
- Identifying opportunities to deliver community information sessions and financial seminars to grow 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.
We'd love to work with you if you have:
- 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).
- 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).
- 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.
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 CRM, portfolio, and financial planning software. A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience. A work culture that promotes diversity, respect, and inclusion.
Other Information: Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.
Financial Consultant/Financial Planning & Analysis in 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.
