Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - St John's, NFLDScotiabank • St John's, NL, CA
Financial Planner, Scotia Financial Planning - St John's, NFLD

Financial Planner, Scotia Financial Planning - St John's, NFLD

Scotiabank • St John's, NL, 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.

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 - St John's, NFLD • St John's, NL, CA

Similar jobs

Strategic Finance Leadership Opportunity

AffirmSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Seize a unique opportunity as Strategic Finance Manager at Affirm, leading innovative financial strategies within a remote work model.Shape the future of credit by refining revenue processes and dr... Show more

 • Promoted

Private Tax Manager: Wealth & Cross-Border Planning

EYSan Juan de Terranova, Terranova y Labrador, CA
Full-time

A leading consulting firm in Canada is seeking a Tax Manager to join their Private Tax practice.The role involves developing tax strategies, corresponding with legal counsel, and reviewing various ... Show more

 • Promoted

Sun Life Advisor Role in St. John's

Sun Life FinancialSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Shape your future as a Financial Advisor with Sun Life in St.This role is perfect for those eager to build connections and drive financial success in their communities.At Sun Life, being a Financia... Show more

 • Promoted

Associate Financial Advisor

Co-operatorsSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Department: Retail Sales & Service.Employment Type: Regular Full-Time.Work Model: Hybrid (2 days in office).Language: English is required, French is an asset.Additional Information: This/these role... Show more

 • Promoted

Mortgage Broker (Newfoundland and Labrador)

PerchSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Competitive Commission Structure | Uncapped Earning Potential.Grow Your Mortgage Business by 50-100%.If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that y... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialSan Juan de Terranova, Terranova y Labrador, CA
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more

 • Promoted

Strategic Finance Analyst II (Revenue)

AffirmSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We're looking for a passi... Show more

 • Promoted

Manager, External Financial Advisory - Indigenous Services

MNPMount Pearl, NL, CA
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

 • Promoted

External Financial Advisory Manager - Indigenous Services

MNPMount Pearl, NL, CA
Full-time

Join a dynamic team as an External Financial Advisory Manager with a focus on Indigenous Services.Empower communities across Canada through strategic financial guidance and capacity-building initia... Show more

 • Promoted

Conseiller financier

Financière Sun Lifest. john's, terre neuve et labrador, Canada
Full-time

Excellente opportunité de représenter la compagnie de services financiers la plus digne de confiance au Canada.Offrir services, conseils et produits financiers aux clients.Formation et coaching hor... Show more

 • Promoted

MHNL Financial Analyst Permanent Position

MedavieSan Juan de Terranova, Terranova y Labrador, CA
Permanent

Become an integral part of MHNL as a Financial Analyst, focusing on maintaining accurate financial records and supporting monthly reporting efforts.This permanent position offers an engaging work e... Show more

 • Promoted

Field Sales Specialist- St. John's Newfoundland

Rogers Communications, Inc.San Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle.Our Field Sales teams work closely with our customers and offer a personalized face-... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun LifeSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their communities providing advice and impl... Show more

 • Promoted

Senior Financial Advisor - St. John's Commercial Banking Centre & Main Branch, NFLD (Contract)

ScotiabankSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their fut... Show more

 • Promoted

Financial Management Associate (18-month contract)

EYSan Juan de Terranova, Terranova y Labrador, CA
Temporary

Join our Finance team to enable EY client account teams and management to run the business effectively.You’ll help to improve engagement profitability, manage enterprise‑wide risk, and support mark... Show more

 • Promoted

Branch Manager - Future Opportunities, Charlottetown and St-John's Area

The Toronto-Dominion Bank (Canada)San Juan de Terranova, Terranova y Labrador, CA
Full-time

Do you thrive in leading a medium-sized team to initiate great customer conversations and create a pleasant and positive customer experience? Can you provide your mentorship, subject matter experti... Show more

 • Promoted

Executive Financial Leadership at One Family Illinois

ONE FAMILY ILLINOISSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Join One Family Illinois as Chief Financial Officer, spearheading financial strategy and oversight.Direct compliance and performance monitoring to ensure organizational sustainability.As the CFO, y... Show more

 • Promoted

Strategic Finance Manager (Revenue)

AffirmSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.The Finance team ensures ... Show more

 • Promoted

Commercial Banking - Business Services - Financial Analyst

Jump Recruitment SpecialistsSan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Newfoundland and Labrador Credit Union (NLCU).Business Services - Financial Analyst.The Business Services Financial Analyst plays a pivotal role in supporting Newfoundland and Labrador Credit Union... Show more

 • Promoted

Chief Financial Officer

ONE FAMILY ILLINOISSan Juan de Terranova, Terranova y Labrador, CA
Full-time

The Chief Financial Officer serves as a key member of the executive leadership team and strategic partner to the CEO.The CFO provides financial leadership, ensures organizational sustainability, an... Show more