Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - BramptonScotiabank • Brampton, ON, CA
No longer accepting applications
Financial Planner, Scotia Financial Planning - Brampton

Financial Planner, Scotia Financial Planning - Brampton

Scotiabank • Brampton, ON, CA
30+ days ago
Job type
  • Full-time
Job description

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.

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.

What’s in it for you?

  • 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.

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.

#financialplanner

Create a job alert for this search

Financial Planner, Scotia Financial Planning - Brampton • Brampton, ON, CA

Similar jobs

Senior Financial Analyst – Planning & Analysis

Church & Dwight Co., Inc.Mississauga, Peel Region, CA
Full-time

Senior Financial Analyst – Planning & Analysis.Finance Manager, Planning & Analysis.Reporting to the Finance Manager, Planning & Analysis, the Senior Financial Analyst will be a key member of the f... Show more

 • Promoted

Housekeeper Wanted - Join Our Team! Seeking Reliable Housekeeper In Vaughan, Ontario $20.00 Per

Housekeeper.comVaughan, Ontario, Canada
CA$20.00 hourly
Full-time

I am a homeowner in Vaughan, Ontario, seeking a reliable and thorough housekeeper to help keep my home in great shape.The ideal candidate will be responsible for various cleaning tasks across the h... Show more

 • Promoted

Manager, Capital Planning

GFL Environmental Inc.Vaughan, York Region, CA
Full-time

Ready to elevate your career? GESI is expanding! We are officially hunting for our next Manager, Capital Planning in Vaughan, Ontario —someone ready to bring fresh ideas and grow alongside a dynami... Show more

 • Promoted

Mississauga Accountant: Financial Planning & Compliance

Mosur Machine Company Ltd.Mississauga, Peel Region, CA
Full-time

A leading food processing equipment company in Mississauga is seeking a full-time Accountant.In this role, you will manage financial transactions, prepare reports, ensure compliance with financial ... Show more

 • Promoted

Residential Support Worker_Relief (Ongoing & Future Hiring)

LOFT Community ServicesKing City, ON, CA
Full-time

The Residential Support Worker provides a range of assistance and supports to clients living with mental illnesses in a Program residence or independently in the community.Build rapport with each i... Show more

 • Promoted

Financial Controller (Contract, Nova Scotia & New Brunswick)

Rubicon PathMississauga, Peel Region, CA
Full-time

Financial Controller (Contract, Nova Scotia & New Brunswick).Our client in Halifax is looking for a Financial Controller for a 1-year contract.The role can be performed remotely from anywhere in No... Show more

 • Promoted

Sr. Business Analyst, Workday Financials - (AR/AP)

Gerber Collision & GlassBurlington, Halton Region, CA
Full-time

Gerber Collision & Glass is seeking a highly skilled Sr.Workday Financials Analyst with a strong accounting background and deep expertise in Workday Financials to join our team.This role is crucial... Show more

 • Promoted

Intermediate Planner

Batory Urban Planning & Project ManagementMississauga, Peel Region, CA
Full-time

Batory is looking for an Intermediate Planner to provide support in the areas of development approvals, due diligence, project evaluation, zoning by-law and official plan review, site plan approval... Show more

 • Promoted

Scheduler / Planner

GanotecOakville, ON, CA
Full-time

The AWP planner will implement Advanced Work Packaging (AWP) methodologies on projects.The AWP Planner coordinates the planning, organization, control, integration and completion of engineering, in... Show more

 • Promoted

Financial Planner Role with Scotiabank

ScotiabankMississauga, Peel region, Canada
Full-time

Become a Financial Planner at Scotiabank located in Mississauga, where you’ll foster client relationships while providing exceptional financial advice.Focus on enhancing the investment strategies f... Show more

 • Promoted

Financial Planning Associate

The Vantage Talent GroupOakville, ON, CA
Full-time

Our client, a growing independent wealth management and insurance firm in Oakville, is seeking a.This role is focused on supporting advisors and clients throughout the financial planning and insura... Show more

 • Promoted

Senior Financial Planning & Analysis Analyst

LindeMississauga, Ontario, Canada
Full-time

Senior Financial Planning & Analysis Analyst (full time) Mississauga, ON, Canada | req31375.The FP&A Analyst will be involved in supporting the month-end process to ensure accurate financial result... Show more

 • Promoted

Finance Private Tutoring Jobs Bradford

SuperprofBradford, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Remote Financial Analyst: Forecasting & Planning

Avanti Software Inc.Mississauga, Peel Region, CA
Remote
Full-time

A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Show more

 • Promoted

Dynamic Associate Financial Advisor Position

Royal City RecruitmentKing, ON, CA
Full-time

Join the agency as an Associate Financial Advisor, where you will drive client engagement and sales in life, group, and wealth management products.This in-office position emphasizes proactive outre... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaMississauga, Peel Region, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Show more

 • Promoted

Planner in Training

City of MississaugaMississauga, Peel Region, CA
Temporary

Contract Duration: 3 year - contract.The City of Mississauga is looking to fill two Planner in Training (PIT) positions, one in Development and Design and the other in Building Division - Zoning.Ci... Show more

 • Promoted

Conseiller en Financement Hypothécaire BMO

BMO Financial GroupBurlington, Halton Region, CA
Full-time

Faites briller votre esprit entrepreneurial chez BMO en tant que Conseiller en Financement Hypothécaire.Aidez les clients à naviguer dans le financement de leur propriété avec une approche axée sur... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncMississauga, Peel Region, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Senior Financial Analyst — Hybrid Finance & Analytics Partner

Bombardier Transportation GmbHMississauga, Peel Region, CA
Full-time

A leading aerospace company located in Peel Region, Mississauga, is seeking a Financial Analyst to deliver financial support to management.The ideal candidate will have at least 7 years of experien... Show more