Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - TerraceScotiabank • Terrace, BC, CA
No longer accepting applications
Financial Planner, Scotia Financial Planning - Terrace

Financial Planner, Scotia Financial Planning - Terrace

Scotiabank • Terrace, BC, 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

Create a job alert for this search

Financial Planner, Scotia Financial Planning - Terrace • Terrace, BC, CA

Similar jobs

Journeyperson Pipefitter

FLINT Corp.Terrace, British Columbia, Canada
Full-time

FLINT is a leading service provider in Canada’s energy and industrial markets offering full asset life cycle support, including construction, maintenance, fabrication, and environmental services.Co... Show more

 • Promoted

Staff Representative - terrace

BC General Employees' Union (BCGEU)terrace, bc, ca
Full-time

STAFF REPRESENTATIVE (SR2) - NORTHWEST AREA OFFICE.Location: 4600 Lazelle Avenue, Terrace, BC V8G 1S5.Reporting to the Director and Associate Director of the Northwest Area Office, the Staff Repres... Show more

 • Promoted

Senior Project Planner (Power Delivery)

WSP in CanadaTerrace, Regional District of Kitimat-Stikine, CA
Full-time

Senior Project Planner / Scheduler – Energy, Resources & Industry (ERI).Step into a senior role that shapes the safe, efficient, and strategic delivery of Canada’s most complex infrastructure and c... Show more

 • Promoted

Sales Representative

Williams MachineryTerrace, Regional District of Kitimat-Stikine, CA
Full-time

Join a team recognized as a Platinum Certified Canada’s Best Managed Company and one of BC’s Top Employers.Part of Wesgroup Equipment, Williams Machinery has proudly supported BC industries for 120... Show more

 • Promoted

Earn up to $400 per Day by Playing Games and Taking Surveys

AlmediaTerrace, British Columbia, Canada
Full-time

Since its launch 5 years ago, over 50MN users have earned and withdrawn over $150MN! The platform is rated 4.TrustPilot with over 230k+ reviews, establishing Freecash as one of the highest rated op... Show more

 • Promoted

Earn extra income - Remote

AlmediaTerrace, British Columbia, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Earn money playing games - Remote

AlmediaKitimat-Stikine E, British Columbia, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Family Medicine

Northern Health - BCTerrace, Regional District of Kitimat-Stikine, CA
Full-time

Join our vibrant medical community of family physicians, contributing their unique expertise.The team collaborates to provide comprehensive care in areas including low-risk obstetrics, emergency me... Show more

 • Promoted

External Financial Planner - Flexible Hours & Growth

ScotiabankTerrace, Regional District of Kitimat-Stikine, CA
Full-time

A major bank in Canada is seeking a Financial Planner in Terrace.In this role, you will develop client relationships and provide personalized financial advice.Candidates should have significant exp... Show more

 • Promoted

Ironworker

FLINT Corp.Terrace, British Columbia, Canada
Full-time

FLINT is a leading service provider in Canada’s energy and industrial markets offering full asset life cycle support, including construction, maintenance, fabrication, and environmental services.Co... Show more

 • Promoted

Staff Representative

BC General Employees' Union (BCGEU)Terrace, BC, Canada
Full-time

STAFF REPRESENTATIVE (SR2) - NORTHWEST AREA OFFICE.Location: 4600 Lazelle Avenue, Terrace, BC V8G 1S5.Reporting to the Director and Associate Director of the Northwest Area Office, the Staff Repres... Show more

 • Promoted

Earn money testing apps - Remote

AlmediaKulspai 6, British Columbia, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Mechanical Engineer, Mining & Piping — Terrace, BC

WSP in CanadaTerrace, Regional District of Kitimat-Stikine, CA
Full-time

A leading engineering and consulting firm is seeking a Mechanical Engineer to join their Terrace, BC team.This role involves designing piping systems for both greenfield and brownfield projects in ... Show more

 • Promoted

Territory Construction Equipment Sales & Rentals Pro

Williams MachineryTerrace, Regional District of Kitimat-Stikine, CA
Full-time

A leading construction equipment provider in Terrace, Canada, seeks a motivated Sales Representative to drive business growth and build long-term customer relationships.The ideal candidate will hav... Show more

 • Promoted

Apprentice Ironworker

FLINT Corp.Terrace, British Columbia, Canada
Full-time

FLINT is a leading service provider in Canada’s energy and industrial markets offering full asset life cycle support, including construction, maintenance, fabrication, and environmental services.Co... Show more

 • Promoted

Sales Representative - 60k / Year - Remote

Spade RecruitingTerrace, British Columbia
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

Earn money by taking surveys - Remote

AlmediaKulspai 6, British Columbia, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Terrace

ScotiabankTerrace, Regional District of Kitimat-Stikine, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are inter... Show more

 • Promoted

Journeyperson Ironworker

FLINT Corp.Terrace, British Columbia, Canada
Full-time

FLINT is a leading service provider in Canada’s energy and industrial markets offering full asset life cycle support, including construction, maintenance, fabrication, and environmental services.Co... Show more

 • Promoted

Staff Representative - BC General Employees' Union (BCGEU)

BC General Employees' Union (BCGEU)terrace, bc, ca
Full-time

STAFF REPRESENTATIVE (SR2) - NORTHWEST AREA OFFICE.Location: 4600 Lazelle Avenue, Terrace, BC V8G 1S5.Reporting to the Director and Associate Director of the Northwest Area Office, the Staff Repres... Show more