Financial Planner - Alliston

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

Job summary

An established industry player is seeking a Financial Planner to join their purpose-driven team in Ontario. This role focuses on developing strong client relationships and providing tailored financial and investment advice to help clients achieve their goals. You will be part of a collaborative culture that values diversity and inclusion, with access to cutting-edge resources and support. If you are goal-oriented and possess a strong background in financial planning, this opportunity offers a competitive compensation package and the chance to make a meaningful impact in clients' lives. Join a team that is committed to excellence and community engagement!

Benefits

Competitive compensation package

Dedicated marketing support

Powerful mobile technology

Leading CRM software

Diversity and inclusion initiatives

Qualifications

• Experience in financial planning and investment sales is preferred.
• Completed PFP or CFP designations and MFDA licensing.

Responsibilities

• Develop and deepen client relationships through quality financial advice.
• Conduct in-depth reviews including retirement and estate planning.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Market Knowledge

Self-Motivation

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

MFDA licensing requirements

Tools

Financial Planning Software

CRM Software

Mobile Technology

Job description

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

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. Your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

1. Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
2. Uncovering and solving for client’s needs, delivering trusted financial advice regarding their investments and retirement planning.
3. Being self-directed and performance-oriented in discovering clients' needs and providing customized financial strategies and solutions.
4. Being highly engaged, educating clients, and providing relevant insights and expert advice.
5. Demonstrating a collaborative approach when dealing with peers, clients, and partners.
6. Building relationships that focus on providing a great client experience and growing long-standing relationships with existing clients.

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

1. Experience in financial planning and investment sales is preferred.
2. Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
3. Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
4. Goal-oriented and entrepreneurial, capable of working independently as a self-motivated individual and as part of a larger team.
5. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

1. A competitive compensation and benefits package that rewards growing and maintaining your client base.
2. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
3. The ability to build long-lasting client relationships through exceptional advice and service.
4. A work culture that promotes diversity, respect, and inclusion.
5. An organization committed to making a difference in our communities – for you and your clients.

Location(s): Canada : Ontario : Alliston

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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.