Talent.com
Scotiabank
Financial Planner, Scotia Financial Planning - Regina & AreaScotiabank • Regina, SK, CA
Financial Planner, Scotia Financial Planning - Regina & Area

Financial Planner, Scotia Financial Planning - Regina & Area

Scotiabank • Regina, SK, CA
26 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 - Regina & Area • Regina, SK, CA

Similar jobs

Finance Manager Dilawri Group of Companies - Saskatchewan Region Regina, SK

Dilawri Group of CompaniesRegina, Division No. 6, CA
Full-time

We are looking for a Finance Manager to join our team at Dilawri Group of Companies.The successful candidate is someone who is passionate about the automotive industry and eager to contribute to ou... Show more

 • Promoted

Financial Accountant (Contract in Regina)

Rubicon PathRegina, Division No. 6, CA
Full-time

Financial Accountant (Contract in Regina).About the job Financial Accountant (Contract in Regina).Our client, the BIG FOUR consulting firm, is hiring for the accountant position in Regina.The hourl... Show more

 • Promoted

Leasing Specialist (*Talent Pool*)

CAPREITRegina, Division No. 6, CA
Permanent

Are you highly organized, customer-oriented, and enjoy interacting with people? Interested in joining one of Canada’s consistently recognized 50 Best Employers’ talent pool to build a future career... Show more

 • Promoted

Join CAPREIT as a Leasing Specialist

CAPREIT ApartmentsRegina, Division No. 6, CA
Full-time

Become a key player in residential property management at CAPREIT as a Leasing Specialist in Regina.Your focus on customer service and organizational skills will drive success in this role.As a Lea... Show more

 • Promoted

Industrial Maintenance Planner

InterPro Pipe + SteelRegina, Division No. 6, CA
Full-time

A manufacturing company in Regina seeks a skilled Maintenance Planner.This role involves developing work plans, preparing schedules, and conducting meetings to enhance maintenance efficiency.Candid... Show more

 • Promoted

Actuarial Team Leader in Regina, SGI

SGIregina, division no. 6, Canada
Full-time

Elevate your career as an Actuarial Team Leader at SGI in Regina, with a hybrid work model available.Utilize your leadership and actuarial skills to guide impactful projects and mentor teammates.As... Show more

 • Promoted

Maintenance Planner

InterPro Pipe + SteelRegina, Division No. 6, CA
Full-time

As a team we collaborate to solve problems, contribute ideas and challenge each other to ensure growth and ultimately success for the business and our employees.Job Description and Responsibilities... Show more

 • Promoted

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd. (CC&L)regina, division no. 6, Canada
Full-time

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make.Join one of Canada's largest independent and privately held discretionary investment managers a... Show more

 • Promoted

Leasing Specialist: Resident Relations & Growth Opportunity

CAPREITRegina, Division No. 6, CA
Full-time

A leading property management company in Canada is looking for a Leasing Specialist to join their Regina team.The role involves building customer relationships, overseeing the leasing process, and ... Show more

 • Promoted

Regina Financial Accounting Manager Role

Employment Network Canada Inc.Regina, Division No. 6, CA
Full-time

Enhance your career as an Accounting Manager in Regina, overseeing comprehensive financial operations and leading a team.This position is set against the backdrop of an ethical and supportive work ... Show more

 • Promoted

Administrative Wealth Assistant for Financial Services

AutismservicesRegina, Division No. 6, CA
Full-time

Explore a long-term career as a Wealth Assistant with a respected Financial Services organization in Regina.This role offers the chance to provide critical support to clients and the Senior Financi... Show more

 • Promoted

Wealth Advice & Planning Manager Role

AutismservicesRegina, Division No. 6, CA
Full-time +1

Thrive Wealth is hiring a Manager for Wealth Advice and Planning in Regina.Lead, coach, and develop a high-performing team to enhance client relationships and drive success.As a key leader at Thriv... Show more

 • Promoted

Wealth Assistant

AutismservicesRegina, Division No. 6, CA
Full-time

As Wealth Assistant, you will be part of a growing Regina Financial Services organization and team of specialists who have earned a reputation of integrity and trusted financial advice.If you enjoy... Show more

 • Promoted

Property Assessor - Term

InclusionreginaRegina, Division No. 6, CA
Full-time

Division: Financial Strategy & Sustainability | Department: Assessment & Property Revenue Services | Branch: Property Assessment Services | Type of Posting: Internal & External | Employment Type: T... Show more

 • Promoted

Leasing Specialist (*Talent Pool*)

CAPREIT ApartmentsRegina, Division No. 6, CA
Full-time +1

Are you highly organized, customer-oriented, and enjoy interacting with people?.Interested in joining one of Canada's consistently recognized 50 Best Employers' talent pool to build a future career... Show more

 • Promoted

Remote Mortgage Advisor | High Earnings & Client Focus

ScotiabankRegina, Division No. 6, CA
Remote
Full-time

A leading bank in the Americas is seeking a results-driven Home Financing Advisor in Regina.This mobile role offers the chance to leverage banking expertise to build strong client relationships and... Show more

 • Promoted

Wealth Coordinator: Path to Advisor Role

Aviso Wealth IncRegina, Division No. 6, CA
Full-time

A financial services firm in Regina is seeking a Wealth Coordinator or Associate Wealth Advisor to join its team.In this role, you will support a Senior Wealth Advisor, participate in client meetin... Show more

 • Promoted

Finance Private Tutoring Jobs Regina

SuperprofRegina, Canada
CA$20.00 hourly
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

Planner - Perm Full Time 2026-027

Regina Exhibition Association LimitedRegina, Division No. 6, CA
Full-time +2

REAL finds itself in the enviable position of managing one of the most interesting and versatile connected spaces in North America with an opportunity to impact the lives of millions by creating li... Show more

 • Promoted

Maintenance Planner with Expertise in Industrial Asset Management

InterPro Pipe + SteelRegina, Division No. 6, CA
Full-time

Drive maintenance excellence as a Maintenance Planner focused on asset reliability in an industrial environment.Utilize your strong planning skills for effective preventive and predictive maintenan... Show more