Financial Planner, Branch Network - Burlington

Scotiabank; Burlington; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Planner in Burlington to join its team. The role involves establishing and deepening relationships with clients, providing personalized financial strategies, and achieving sales targets. Ideal candidates will have financial planning experience, relevant certifications, and the ability to thrive in a collaborative environment. This position offers competitive compensation, a supportive culture, and opportunities for community involvement.

Benefits

Competitive compensation and benefits

Supportive work-life balance

Inclusive culture

Qualifications

• Experience in financial planning and investment sales preferred.
• Ability to thrive in a collaborative, results-driven environment.
• Knowledge of market trends and regulations.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide trusted financial advice and craft personalized financial strategies.
• Build long-term relationships focusing on client satisfaction.

Skills

Financial planning

Investment sales

Client relationship management

Market knowledge

Education

CIFP CFP designation

Certification as a Mutual Funds Representative

Job description

Requisition ID: #

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

About the role

Known internally as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you will be part of the branch sales team responsible for contributing to the team’s success by meeting or exceeding deposit and investment sales goals through effective management of your assigned client portfolio.

Your primary role is to establish and deepen investment and primary banking relationships with existing clients and clients referred by branch partners.

Responsibilities include:

1. Conducting in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, using financial planning tools to support clients’ financial goals.
2. Uncovering and solving clients’ needs, providing trusted financial advice regarding investments and retirement planning.
3. Crafting personalized financial strategies and solutions by identifying client needs with a goal-oriented approach.
4. Fostering engagement, educating clients, offering insights, and delivering expert advice.
5. Building long-term relationships focused on client experience and satisfaction.
6. Leveraging technology to enhance client interactions and streamline financial planning.
7. Achieving targets to balance client satisfaction with business growth.

Qualifications we seek:

1. Experience in financial planning and investment sales (preferred).
2. Completed CIFP CFP designation or equivalent recognized by the bank.
3. Certification as a Mutual Funds Representative, with completed Investment Funds in Canada or equivalent.
4. Ability to thrive in a collaborative, results-driven team environment.
5. Knowledge of market trends, economic conditions, and regulatory environment.

What’s in it for you?

1. Competitive compensation and benefits, with opportunities to impact an existing client base.
2. An inclusive culture that values contributions and community involvement.
3. Supportive environment promoting work-life balance.

Please note: Scotiabank offers Financial Planning roles within Scotia Financial Planning, Wealth Management. For more info, review our “Financial Planner, Scotia Financial Planning” postings.

Locations:

Canada: Ontario: Burlington, Toronto

About Scotiabank

We are a leading bank in the Americas, guided by our purpose: "for every future." We help our customers and communities succeed through a broad range of financial services.

We value diverse skills and experiences and are committed to an inclusive environment. If you need accommodations during recruitment, please inform our Recruitment team.

Candidates must apply online. We thank all applicants; only those selected for an interview will be contacted.