Financial Planner - Abbotsford

Scotiabank; Abbotsford; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Financial Planner to join their dynamic team in Abbotsford. In this role, you will develop and deepen client relationships by providing tailored investment solutions within a supportive and inclusive environment. You will leverage your entrepreneurial spirit to drive investment sales, identify business development opportunities, and engage actively in community events. This position offers flexibility in work hours and client meetings, along with access to advanced resources to enhance your practice. If you're goal-oriented and passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Flexible Work Hours

Access to Marketing Support

Mobile Technology

Diverse Work Culture

Career Development Opportunities

Qualifications

• Minimum 3 years of experience in financial planning and investment sales.
• Strong networking and client acquisition skills with experience building Centres of Influence.

Responsibilities

• Drive investment sales and acquire new clients while adhering to compliance.
• Engage in community events and build market profile through networking.

Skills

Financial Planning

Investment Sales

Networking Skills

Client Acquisition

Interpersonal Skills

Market Knowledge

Education

MFDA Certification

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Tools

CRM Software

Financial Planning Software

Job description

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Requisition ID: 210882

Join a purpose-driven, results-oriented, inclusive, and high-performing culture at Scotia Financial Planning.

We have renamed our team to Financial Planners, formerly known as ‘Investment Specialist’ under the Mobile Advice Team. Join us to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. As an entrepreneurial professional, you understand that growing a practice involves building long-term relationships, leveraging external networks, and building a portfolio of satisfied clients. Your clients are your greatest asset, and your priority is to help them meet their unique financial goals.

You enjoy building new relationships and meeting clients outside of the office at times that suit both parties. You value working within a collective Scotiabank framework that benefits your clients and your practice.

Following a comprehensive financial planning framework, your responsibilities include driving investment sales, acquiring new clients, and adhering to global sales principles, compliance, and regulatory requirements. You will also identify business development opportunities within your assigned market area.

In this role, you will:

• Business Development: Execute plans to prospect and serve existing clients, identify investment opportunities, and facilitate solutions or referrals.
• Client-Centric: Provide tailored investment solutions, conduct outreach, and perform needs analyses across financial statements to ensure client satisfaction.
• Community Involvement: Engage in local professional and community events, deliver seminars, and build your market profile through networking and marketing activities.

Qualifications and Skills:

• Minimum 3 years of experience in financial planning and investment sales.
• Current MFDA certification and licensing (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) and/or Certified Financial Planner (CFP) designation.
• Strong networking, client acquisition, and interpersonal skills, with experience building Centres of Influence (COIs).
• Goal-oriented, entrepreneurial, and capable of working independently and within a team.
• Extensive knowledge of market trends, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle for client meetings within the district.

What’s in it for you?

• An entrepreneurial environment that supports career development.
• Flexible work hours and client meeting arrangements.
• Compensation structure based on client growth and retention.
• 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 for an enhanced client experience.
• An inclusive, respectful, and diverse work culture.

Other Information:

• The role offers a base salary plus variable pay and involves frequent travel due to its mobile nature.

Location: Canada, British Columbia, Abbotsford

Scotiabank is committed to diversity and inclusion. If you need accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online. We appreciate all applicants; only those selected for an interview will be contacted.