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

#LI-AD1 #LI-AD1
Create a job alert for this search

Financial Planner, Scotia Financial Planning - St John's, NFLD • St John's, NL, CA

Similar jobs

Industrial Planner

CFM Custom Fabricators & Machinists Ltd.Dartmouth, San Juan De Terranova
Full-time +1

The Production Planner is responsible for coordinating and planning the production schedules for CFM’s manufacturing operations.This role ensures that all production processes are executed efficien... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausGoulds, NL, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausGoulds, NL, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Reporting & Consolidation Manager

Nutra HoldingsSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Nutra Holdings is looking for a Reporting & Consolidation Manager to join our finance team and report directly to the CFO.This is a hands‑on role for someone who enjoys taking ownership, building p... Show more

 • Promoted

Investment Advisor

RBC Dominion SecuritiesSan Juan de Terranova, Terranova y Labrador, CA
Full-time

As an Investment Advisor at RBC Dominion Securities, you help clients reach their goals while building a successful business within the RBC brand.Build and maintain strong client relationships usin... Show more

 • Promoted

Client Service Associate St John's

MD Financial Management | Gestion financière MDSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Service Associate contributes to the overall success of the Client Administrative Se... Show more

 • Promoted

Analyst - Fundraising Insights & Data Management

Canadian Cancer SocietySan Juan de Terranova, Terranova y Labrador, CA
Full-time

Join the Canadian Cancer Society as an Analyst focused on fundraising insights and data management.This hybrid role emphasizes Salesforce skills and data analysis for optimizing giving strategies.A... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

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

Be in charge of your own business and income opportunities.Dedicated leadership support and head office specialists.Great peer‑to‑peer networking, educational and training opportunities.Industry le... Show more

 • Promoted

Compassionate Family Physicians In Newfoundland

Knightsbridge Robertson SurretteSt. John'S, Canada
Full-time

Make a difference as a Family Physician with Newfoundland and Labrador Health Services, where you can provide critical primary care while exploring various practice locations across the province.In... Show more

 • Promoted

CFM Production Planner Role

CFM Custom Fabricators & Machinists Ltd.San Juan de Terranova, Terranova y Labrador, CA
Full-time

Join CFM as a Production Planner in Eastern Canada.Strategically manage production schedules to ensure optimal resource utilization and timely delivery.This position requires close collaboration wi... Show more

 • Promoted

Arithmetic Private Tutoring Jobs St. John's

SuperprofSt. John's, Newfoundland and Labrador, CA
Full-time

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

Public Affairs Director - Atlantic Canada

NATIONAL Public Relationssan juan de terranova, terranova y labrador, Canada
Full-time

Lead the charge in Public Affairs with NATIONAL in Newfoundland and Labrador.This strategic role offers a unique opportunity to influence communications and client engagement regionally and nationa... Show more

 • Promoted

Private Tutoring Jobs St. John's

SuperprofSt. John's, Newfoundland & Labrador (NL), CA
Full-time

Superprof is Canada's 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 community ... Show more

 • Promoted

St. John's Pricing/Business Analyst Role

Oceanex Inc.San Juan de Terranova, Terranova y Labrador, CA
Full-time

Establish your expertise as a Pricing/Business Analyst at Oceanex Inc.Focus on competitive analysis and contribute to critical projects.This analyst role supports the Assistant Controller – Revenue... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausGoulds, NL, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Become a Financial Advisor at Sun Life

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

Take the leap into entrepreneurship as a Financial Advisor with Sun Life in St.Empower yourself with the tools and support to build your financial advisory business.This opportunity allows you to t... Show more

 • Promoted

Field Sales Specialist- St. John's Newfoundland

Rogers CommunicationsSan 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

Compassionate Family Physicians in Newfoundland

Knightsbridge Robertson SurretteSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Make a difference as a Family Physician with Newfoundland and Labrador Health Services, where you can provide critical primary care while exploring various practice locations across the province.In... Show more

 • Promoted

Offshore Wireline Operator, SLB Newfoundland

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

Join SLB as an Offshore Wireline Operator in St.Johns, Newfoundland, where your skills will enhance safety and efficiency in operations.This role emphasizes teamwork and innovation.In this position... Show more

 • Promoted

Analyst, Insights and Pipeline Management

Canadian-Cancer-SocietySan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Analyst, Insights and Pipeline Management.Permanent Full time Employee Calgary, AB, CA.Analyst Insights and Pipeline Management.This posting is for (1) new role.Vancouver, BC | Victoria, BC | Ottaw... Show more