Financial Planner, Branch Network - Barrie

Scotiabank; Barrie; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial institution in Ontario is looking for a Financial Planner in Barrie. This role involves managing client portfolios, providing financial advice, and building lasting relationships. Candidates must have experience in financial planning and hold the CIFP CFP designation or equivalent. The position offers a competitive compensation package and a supportive work environment that values work-life balance.

Benefits

Competitive compensation

Inclusive culture

Work-life balance

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or a bank-recognized equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Conduct in-depth reviews for assigned clients, including retirement and wealth planning.
• Deliver trusted financial advice about investments and retirement planning.
• Foster strong engagement and provide a great client experience.

Skills

Financial planning

Investment sales

Client relationship management

Market trend analysis

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

Financial Planner, Branch Network - Barrie

Requisition ID: 240513

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

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Responsibilities

• Conduct in‑depth reviews for assigned clients, including retirement planning, wealth accumulation and estate planning, utilizing financial planning skills and tools.
• Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice about investments and retirement planning.
• Demonstrate self‑motivation and a goal‑oriented mindset to identify clients’ needs and craft personalized financial strategies and solutions.
• Foster strong engagement, educate clients, offer insights, and deliver expert advice.
• Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients.
• Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or a bank‑recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the investment funds in Canada or bank‑recognized equivalent.
• Thrive in a collaborative, results‑driven team culture where contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work‑life balance.

Location

Canada: Ontario – Barrie or Toronto.

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 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. Thank you for your interest in a career at Scotiabank; only those selected for an interview will be contacted.