Financial Planner - Quesnel, Williams Lake

Scotiabank; Quesnel; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading financial institution as a Financial Planner in Quesnel. Focus on developing client relationships and providing tailored investment advice. Enjoy a flexible work environment, entrepreneurial culture, and opportunities for career growth. Drive investment sales while adhering to compliance standards and engage with the community to enhance your market profile.

Benefits

Career Development Opportunities

Flexible Work Environment

Access to Advanced Resources

Diverse and Inclusive Workplace Culture

Qualifications

• Minimum of 3 years' experience in financial planning and investment sales.
• Must have current MFDA licensing.

Responsibilities

• Implement plans to attract prospects and serve existing clients.
• Provide investment solutions aligned with a financial planning framework.
• Participate in local professional and community events.

Skills

Networking

Client Acquisition

Interpersonal Skills

Education

PFP(R)

CFP(R)

Mutual Funds Certification

Job description

Requisition ID: #

Join a purpose-driven, high-performing team at Scotia Financial Planning

As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You are an entrepreneurial professional who understands that growing a practice involves building long-term relationships, leveraging external networks, and welcoming the freedom to grow your practice independently. Your clients are your greatest asset, and your goal is to help them meet their financial objectives through tailored investment and financial planning advice.

You excel at building new relationships and appreciate the flexibility to meet clients outside of traditional office hours, in locations that suit their schedules. Working within a collective Scotiabank framework benefits both your clients and your practice.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and acquiring new clients, while adhering to global sales principles, compliance, and regulatory standards. You will also identify new business development opportunities within your assigned market area.

Key Responsibilities

1. Business Development: Implement plans to attract prospects and serve existing clients, identify additional investment opportunities, and facilitate solutions or referrals.
2. Client-Centric Solutions: Provide investment solutions aligned with a financial planning framework, conduct outbound calls, and perform needs analyses across financial statements, including competitor statements.
3. Community Engagement: Participate in local professional and community events, deliver seminars, and develop your market profile through networking and marketing activities.

Qualifications

• Minimum of 3 years' experience in financial planning and investment sales.
• Mutual funds certified professional with current MFDA licensing (Investments Funds in Canada or Canadian Securities Course).
• Completed or working towards PFP(R) and/or CFP(R) designation.
• Proven networking, client acquisition, and interpersonal skills, with experience building Centers of Influence.
• Goal-oriented, entrepreneurial, and capable of working independently and within a team.
• Extensive knowledge of market trends, offerings, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle for client meetings.

What We Offer

• Entrepreneurial culture with career development opportunities.
• Flexible work environment with settable hours and client meeting locations.
• Compensation based on base plus variable pay, rewarding client base growth and maintenance.
• Access to advanced resources, including marketing support, mobile technology, CRM, and financial planning software.
• Opportunity to build lasting client relationships through exceptional service.
• Partnerships with branches and Scotia Global Asset Management.
• Diverse, respectful, and inclusive workplace culture.

Additional Information

This is a mobile role requiring frequent travel. Compensation includes base salary plus variable pay.

Locations: Quesnel and Williams Lake, BC, Canada.

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.

Candidates must apply online. Only shortlisted candidates will be contacted.