Associate, Scotia Financial Planning - Toronto, ON

Scotiabank; Toronto; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Marketing support

Job summary

Scotiabank’s Scotia Financial Planning team seeks an Associate to accelerate development as a financial services professional. You will work with seasoned Financial Planners, gaining hands-on exposure to client lifecycle management and wealth management practices.

You will strengthen client relationships, identify opportunities for growth, and contribute to business development activities while learning to deliver structured financial plans and strategic advice.

Qualifications

• Post-secondary education in Business or a related field.
• Highly effective verbal and written communication skills.
• The ability to work independently as a self-motivated professional.
• An understanding of the Brokerage, Wealth Management, and Online Brokerage environments.
• A valid driver's license and access to a vehicle to travel and meet clients and prospects within the designated district.
• A second language is an asset depending on target markets.

Responsibilities

• Developing and implementing a structured business development strategy.
• Developing strategic sales plans for prospects and existing clients.
• Conducting outbound communications and cold-calling to prospects to remain top of mind for future business opportunities.
• Providing clients with an initial review of their existing financial plan or creating a new financial plan.
• Conducting complimentary needs analyses across several financial statements, including competitor statements.
• Conducting market research to understand market trends.
• Building and maintaining a market profile in the assigned market area.
• Participating in local professional and community events to develop your network.
• Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
• Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
• Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners.
• Facilitating a culture of open and honest communication by actively participating in and contributing to one-on-one touch bases and meetings with team members.

Skills

Verbal communication

Written communication

Independent work

Brokerage/Wealth management knowledge

Driver's license

Second language (asset)

Education

Post-secondary education in Business or related field

Job description

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Requisition ID: 275752

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside experienced Financial Planners, you will gain hands-on exposure to the full client relationship lifecycle while building the skills, knowledge, and confidence required to succeed in wealth management. Through mentorship, practical experience, and structured learning, you will develop expertise in financial planning, client engagement, business development, and practice management.

In this role, you will actively support the growth of a financial planning practice by strengthening client relationships, identifying opportunities to deepen existing connections, and contributing to business development activities. This is an exciting opportunity for individuals who are motivated to learn, passionate about helping clients achieve their financial goals, and eager to build a long-term career within an industry-leading financial planning team.

In this role, you will:

• Developing and implementing a structured business development strategy.


• Developing strategic sales plans for prospects and existing clients.


• Conducting outbound communications and cold-calling to prospects to remain top of mind for future business opportunities.


• Providing clients with an initial review of their existing financial plan or creating a new financial plan.


• Conducting complimentary needs analyses across several financial statements, including competitor statements.


• Conducting market research to understand market trends.


• Building and maintaining a market profile in the assigned market area.


• Participating in local professional and community events and associations to develop your network.


• Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.


• Networking with investment industry specialists while managing a small budget for independent marketing-based activities.


• Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners.


• Facilitating a culture of open and honest communication by actively participating in and contributing to one-on-one touch bases and meetings with team members.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Post-secondary education in Business or a related field.


• Highly effective verbal and written communication skills.


• The ability to work independently as a self-motivated professional.


• An understanding of the Brokerage, Wealth Management, and Online Brokerage environments.


• A valid driver's license and access to a vehicle to travel and meet clients and prospects within the designated district.


• A second language is an asset depending on target markets.

What's in it for you?

• An entrepreneurial culture with the freedom to develop your career.


• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.


• The opportunity to learn directly from experienced Financial Planners and wealth management professionals.


• 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 exceptional client experience.


• A work culture that promotes diversity, respect, and inclusion.


• Opportunities for ongoing learning, career development, and advancement within Scotia Financial Planning.

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Etobicoke || Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.