Financial Planner, Scotia Financial Planning- South Surrey/White Rock 1

Scotiabank • Coquitlam, BC

1d • Remote

About The Position

This role focuses on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur, you will leverage external networks and centers of influence, understanding that practice growth relies on building new and long-term relationships. The priority is providing investment and financial planning advice to help clients meet their unique goals. The role offers flexibility to meet clients outside of the office on a schedule that suits both the planner and the client, while benefiting from the Scotiabank framework. Following a comprehensive financial planning framework, the Financial Planner will drive investment sales and new client acquisition, adhering to Global Sales Principles, compliance, and regulatory requirements. Business development opportunities with prospects and clients within the assigned market area will also be established.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• 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).
• Goal-oriented and entrepreneurial; able to 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.

Responsibilities

• 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.
• 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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree