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Last updated: 3 days ago

Financial Planner, Scotia Financial Planning - Timmins

ScotiabankTimmins, ON, CA
Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Business Development: Executing on business development plans for prospects and ex... Show more

Real Estate Sales Representative

Royal LePage Real EstateTimmins, Ontario, Canada
CA$50,000.00 yearly
Full-time

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.With a culture ... Show more

Account Manager

4782 Sandvik MIN, CNS - CanadaTimmins, ON, Canada
Full-time

Location Nunavut, Sudbury, Val-D’Or.At Sandvik, we offer you a world of opportunities.Our diverse businesses and global network enable you to explore your potential and thrive.We recognize your per... Show more

Territory Sales Representative - Timmins

Molson CoorsTimmins, ON, CA
Full-time

Cheers to creating an incredible tomorrow!.At Molson Coors, we tackle big challenges and defy the status quo.With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, a... Show more

Financial Planner, Scotia Financial Planning - Timmins

ScotiabankTimmins, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina... Show more

Senior Marketing Manager, Clients and Services

MNPTimmins, ON, Canadá
Full-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

Sales Coordinator - Temporary

BrandtTimmins, CA
Full-time

Brandt is currently seeking a temporary Sales Coordinator for our Timmins Construction & Forestry location.This position is responsible for providing support and coordinating the functions of t... Show more

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Financial Planner, Scotia Financial Planning - Timmins

Financial Planner, Scotia Financial Planning - Timmins

ScotiabankTimmins, 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 prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: 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 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.

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.
  • Your mutual funds certified professional. You have current accreditation and good standing for MFDA 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 CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • 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.

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network” posting.

#financialplanner