Talent.com
Financial Planner, Scotia Financial Planning - Red Deer and Surrounding Areas
Financial Planner, Scotia Financial Planning - Red Deer and Surrounding AreasScotiabank • Red Deer, AB, CA
Financial Planner, Scotia Financial Planning - Red Deer and Surrounding Areas

Financial Planner, Scotia Financial Planning - Red Deer and Surrounding Areas

Scotiabank • Red Deer, AB, 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 - Red Deer and Surrounding Areas • Red Deer, AB, CA

Similar jobs

Earn Winter Money - Deliver with Uber

Uber eatsPonoka, AB, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Show more

 • Promoted

Earn cash this Winter. Deliver with Uber!

Uber eatsPonoka, AB, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Show more

 • Promoted

Senior OneStream Planning Consultant - Henderson Drake

Henderson Drakered deer, ab, ca
Full-time

Senior OneStream Planning Consultant | Canada (Remote).We’re partnering with a specialist consultancy focused on enterprise performance management and finance transformation, looking to hire a.Seni...Show more

 • Promoted

Senior OneStream Planning Consultant - red deer

Henderson Drakered deer, ab, ca
Full-time

Senior OneStream Planning Consultant | Canada (Remote).We’re partnering with a specialist consultancy focused on enterprise performance management and finance transformation, looking to hire a.Seni...Show more

 • Promoted

Statistics Private Tutoring Jobs Red Deer

SuperprofRed Deer, Canada
Full-time +1

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

Remote B2B Sales Consultant – Rogers SMB Accounts

RogersBlackfalds, CA
Remote
Full-time

Learn More About the Gig – Rogers.Learn more about the Gig: Join Rogers as an Outbound Business Sales Consultant and help existing Small-Medium Business customers upgrade and optimize their interne...Show more

 • Promoted

AI-Fluent Financial Operations Associate | CPG & Wellness | Remote - red deer

Aligned Impact Strategiesred deer, ab, ca
Remote
Full-time

Aligned Impact is a boutique fractional CFO and strategic finance firm built for conscious companies scaling with integrity.We work with wellness and CPG brands in the $500K-$5M revenue range, the ...Show more

 • Promoted

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

Earn HausPonoka, AB, 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

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

Earn HausPonoka, AB, 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

Life Underwriting Specialist/Consultant - red deer

Empire Lifered deer, ab, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app...Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Red Deer and Surrounding Areas

ScotiabankRed Deer, AB, CA
Full-time

Title: Financial Planner, Scotia Financial Planning - Red Deer and Surrounding Areas.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure ...Show more

 • Promoted

Accounting Private Tutoring Jobs Red Deer

SuperprofRed Deer, Canada
Full-time +1

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

Remote Benefits Sales Associate

Spade RecruitingPonoka, None, CA
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki...Show more

 • Promoted

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

Earn HausPonoka, AB, 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

Senior OneStream Planning Consultant

Henderson Drakered deer, ab, ca
Full-time

Senior OneStream Planning Consultant | Canada (Remote).We’re partnering with a specialist consultancy focused on enterprise performance management and finance transformation, looking to hire a.Seni...Show more

 • Promoted

Remote Financial Consultant ($100/hr) - 75410 - red deer

Turingred deer, ab, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support...Show more

 • Promoted

Gestionnaire, Planif. fiscale et successorale - Empire Vie

Empire Viered deer, ab, ca
Full-time

Lieu : Hybride - Partout au Canada.La fourchette de rémunération cible totale (RCT), qui comprend le salaire et la prime cible, est de $117,600 - $166,880.Cette fourchette de RCT ne s’applique qu’a...Show more

 • Promoted

Finance Private Tutoring Jobs Red Deer

SuperprofRed Deer, Canada
Full-time +1

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