Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - ScarboroughScotiabank • Scarborough, ON, CA
Financial Planner, Scotia Financial Planning - Scarborough

Financial Planner, Scotia Financial Planning - Scarborough

Scotiabank • Scarborough, 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

Create a job alert for this search

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

Similar jobs

Junior Financial Planner (Planning Focused)

RFL Wealth ManagementToronto, ON, CA
Full-time

Director of Financial Planning.RFL Wealth is Canada’s leading financial planning firm for medical professionals.We’re hiring a detail‑oriented, analytical Financial Planner to support our client‑fa... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaToronto, ON, 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

Explore Financial Planning Careers in Toronto

TD BankToronto, ON, CA
Full-time

Discover your potential at the TD Wealth Career Event in Toronto on July 23rd, focusing on Financial Planner roles.Engage with our leadership and gain insight into your future career.This event is ... Show more

 • Promoted

Midea Canada Senior Financial Planning Specialist

Midea CanadaMarkham, York Region, CA
Full-time

Shape Midea Canada’s financial strategy as a Senior Financial Planning Analyst, focusing on business optimization and analytical excellence to drive growth and impact.This senior-level position ser... Show more

 • Promoted

Co-operators Financial Services Consultant

Co-operators Assurance et services financiersRichmond Hill, York Region, CA
Full-time

Empower clients in their financial journey as a Financial Services Independent Advisor with Co-operators.This is a unique opportunity to unleash your potential in a flexible, client-focused environ... Show more

 • Promoted

Experienced Financial Planner - Wealth Strategy

BDO CanadaToronto, ON, CA
Full-time

Shape financial futures as an Experienced Financial Planner focused on Wealth Strategy.Tailor solutions that address complex client needs while promoting professional excellence and innovation.You ... Show more

 • Promoted

Senior Financial Planner

Raymond James Ltd.Toronto, ON, CA
Permanent

RJL) is Canada’s leading independent investment dealers offering high‑quality investment products and services to Canadian clients seeking customized solutions to their wealth‑management needs.The ... Show more

 • Promoted

Financial Planner, Private Wealth

Collins Recruitment GroupToronto, Ontario, Canada
Full-time

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks….Our client, a premier Canadian Investment Mana... Show more

 • Promoted

Manager, Financial Planning & Analysis

Precision Medicine GroupToronto, ON, CA
Full-time

Manager, Financial Planning & Analysis (FP&A).The Manager of Financial Planning & Analysis is a critical role that will be responsible for driving financial insight, forecasting accuracy, operation... Show more

 • Promoted

Manager, Financial Planning & Analysis

Precision AQToronto, ON, CA
Full-time

Manager, Financial Planning & Analysis (FP&A).The Manager of Financial Planning & Analysis is a critical role that will be responsible for driving financial insight, forecasting accuracy, operation... Show more

 • Promoted

Financial Planner, Investment & Retirement Planning

RBCMarkham, ON, CA
Full-time

Please note this posting is for future opportunities in Markham area, and not specific to the location(s) listed*.Please note this posting is for future opportunities in Markham area, and not speci... Show more

 • Promoted

Remote Senior Financial Planner for HNW Families

OPAL Corporate ConnectionsToronto, ON, CA
Remote
Full-time

A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer.This role involves... Show more

 • Promoted

GreenShield Financial Planner and Analyzer

GreenShieldToronto, ON, CA
Full-time

Transform finances into strategy with GreenShield as a Financial Planner and Controller.This role focuses on budget management, cost analysis, and strategic financial guidance for digital technolog... Show more

 • Promoted

Senior Financial Planner - Hnw Wealth & Advisory Lead

Raymond James Ltd.Toronto, Canada
Full-time

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services.You will manage client engagements, prepare comprehensive deliv... Show more

 • Promoted

Senior Manager, Financial Planning

Common Wealth RetirementToronto, Ontario, Canada
Full-time

Senior Manager, Financial Planning.Common Wealth Retirement provided pay range.This range is provided by Common Wealth Retirement.Your actual pay will be based on your skills and experience — talk ... Show more

 • Promoted

Financial Planning Analyst

ZenaTech Inc.Toronto, ON, CA
Full-time +1

ZenaTech (Nasdaq: ZENA | FSE: 49Q) is a technology company specializing in AI drones, Drone-as-a-Service (DaaS), enterprise SaaS, and quantum computing solutions for mission-critical business appli... Show more

 • Promoted

Financial Planning and Analysis Analyst

Altis RecruitmentToronto, ON, CA
Full-time

Recruitment Partner - Finance & Accounting.Financial Planning & Analysis (FP&A) Analyst.Strong written and spoken English .Join a dynamic, high-growth Canadian manufacturing company.As part of the... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncToronto, ON, 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

Financial Planning Sales Professional - Remote

PFSL Investments Canada LtdMarkham, ON, CA
Remote
Full-time

Enhance financial literacy as a Financial Planning Sales Professional with PFSL Investments.Work remotely to guide clients in navigating investment options and achieving their financial goals.In th... Show more

 • Promoted

AVP Financial Planning and Analysis

IFG International Financial Group LtdToronto, ON, CA
Full-time

Pay Rate: $85 Location: Toronto ON Job Type: Contract.AVP, Financial Planning & Analysis (FP&A).Month Maternity Leave Contract | P&C Insurance.Hybrid - Toronto (2 days/week in office).Our client, a... Show more