Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - East Gwillimbury, ONScotiabank • Newmarket, ON, CA
Financial Planner, Scotia Financial Planning - East Gwillimbury, ON

Financial Planner, Scotia Financial Planning - East Gwillimbury, ON

Scotiabank • Newmarket, ON, CA
17 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.

Create a job alert for this search

Financial Planner, Scotia Financial Planning - East Gwillimbury, ON • Newmarket, ON, CA

Similar jobs

Senior Financial Planning Analyst

Onico SolutionsRichmond Hill, York Region, CA
Permanent

The Senior Financial Planning Analyst assists in the timeliness & integrity of Financial & Management reporting, analysing variances and investigating root causes, providing an action plan to mitig... 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

Manager, Financial Planning & Analysis

Precision AQtoronto, on, Canada
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

CONFIDENTIAL - Sr. Financial Planning Analyst

Insight GlobalToronto, ON, CA
Full-time

Insight Global is seeking a Senior Financial Planning Analyst with specialized experience in healthcare capital finance projects.This role offers leadership, guidance, and oversight in the Hospital... Show more

 • Promoted

Assistant Director, Financial Planning & Analytics

University of TorontoToronto
Full-time

Division of Vice President & Provost.Office of the Vice President & Provost.Reporting to the Chief Administrative Officer, the Assistant Director, Financial Planning & Analytics will establish and ... Show more

 • Promoted

AVP Financial Planning and Analysis

IFG International Financial Group LtdToronto
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

 • Promoted

Manager, Financial Planning & Reporting

Kensingtontoronto, on, Canada
Full-time

Kensington delivers the world’s most personal travel experiences.We bring to life each client’s desire to travel in a way that’s tailored specifically for them, in the company of local private guid... Show more

 • Promoted

Financial Planning Software Solutions Consultant

RBC Dominion SecuritiesToronto, ON, CA
Full-time

What is the opportunity? As a Financial Planning Software Solutions Consultant within the Family Office Services (FOS) team, this role empowers RBC Financial Planners, Investment Advisors, Private ... Show more

 • Promoted

Financial Planning and Analysis Manager

Accounting AdvantageToronto, ON, CA
Full-time

The Senior FP&A Analyst will play a critical role in driving financial insight, supporting strategic decision‑making, and enhancing reporting and forecasting capabilities across the organization.Th... 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

Manager, Financial Planning & Analysis

EQ BankToronto, ON, CA
Full-time

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years.Equitable ... Show more

 • Promoted

Financial Planning & Analysis Controller

Norton-Rose-FulbrightToronto, ON, CA
Full-time

Become the Financial Planning & Analysis Controller at Norton Rose Fulbright, guiding FP&A and accounting efforts within a leading legal practice.This role prioritizes compliance and strategic deci... Show more

 • Promoted

Associate Manager in Financial Planning

ClearsultingToronto
Full-time

Shape finance strategies as an Associate Manager.Lead EPM and FP&A initiatives by collaborating with finance leaders and managing project workflows in a hybrid or remote setting.This position requi... 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… FINANCIAL PLANNER.Our client, a premier Canadi... 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

Manager, Financial Planning & Analysis

EQ Bank | Equitable BankToronto, ON, CA
Permanent

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisi... 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

Manager, Financial Planning & Analysis

Precision Medicine Grouptoronto, on, Canada
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

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

Midea Canada Senior Financial Planning Specialist

Midea CanadaMarkham
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