Financial Planner, Branch Network - Churchill Park (1 year contract)

Scotiabank; San Juan de Terranova; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada is looking for a Financial Planner to join its retail branch in Newfoundland and Labrador. The ideal candidate will focus on building long-term client relationships and providing personalized financial advice. Responsibilities include meeting investment sales goals, conducting client reviews, and crafting financial strategies. Successful candidates will have experience in financial planning, relevant certifications, and a collaborative mindset.

Benefits

Competitive compensation and benefits package

Supportive and inclusive work environment

Opportunities for professional growth

Qualifications

• Experience in financial planning and investment sales (preferred).
• Completed CIFP CFP designation or equivalent.
• Certification as a Mutual Funds Representative.

Responsibilities

• Establish and deepen investment and banking relationships with clients.
• Conduct in-depth reviews for clients including retirement and estate planning.
• Achieve deposit and investment sales goals.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Education

CIFP CFP designation

Mutual Funds Representative certification

Job description

Requisition ID: #

Join a purpose-driven, high-performing team committed to results in an inclusive 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. Your responsibility is to contribute to the team’s success by meeting or exceeding deposit and investment sales goals through effective management of your assigned client portfolio.

Your main role is to establish and deepen investment and banking relationships with existing clients and referrals from branch partners.

Promote the growth of proprietary investment business in your market area by:

1. Conducting in-depth reviews for clients including retirement, wealth, and estate planning using financial planning tools to support their goals.
2. Providing trusted financial advice based on a thorough understanding of client needs.
3. Crafting personalized financial strategies and solutions with a goal-oriented approach.
4. Engaging clients effectively, offering insights, and delivering expert advice.
5. Building and maintaining long-term client relationships with a focus on excellent service.
6. Utilizing advanced technology tools to enhance client interactions and streamline processes.
7. Achieving targets while maintaining a balanced focus on client satisfaction and business growth.

Qualifications and Skills

We are looking for candidates with:

1. Experience in financial planning and investment sales (preferred).
2. Completed CIFP CFP designation or an equivalent recognized by the bank.
3. Certification as a Mutual Funds Representative in good standing, with completed licensing courses.
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?

Enjoy a competitive compensation and benefits package, a supportive and inclusive work environment, and opportunities for professional growth, including relocation support and incentives.

Please note: We also offer Financial Planning roles within Scotia Financial Planning division. For more info, see our postings for "Financial Planner, Scotia Financial Planning".

Location

Canada: Newfoundland and Labrador: St John's

Scotiabank is committed to diversity and inclusion. If you need accommodations during recruitment, please inform our team. Only shortlisted candidates will be contacted. Thank you for your interest.