Financial Planner, Branch Network - Danforth & Pape Branch

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

Job summary

A leading Canadian financial institution is seeking a Financial Planner to contribute to team success by building investment and banking relationships. The ideal candidate will have experience in financial planning, investment sales, and possess relevant certifications. This role offers competitive compensation and a culture that values inclusivity and work-life balance.

Benefits

Competitive compensation and benefits

Opportunities to impact a client book

Supportive environment promoting work-life balance

Qualifications

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

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for clients using financial planning tools.
• Provide trusted financial advice on investments and retirement planning.

Skills

Experience in financial planning

Investment sales experience

Knowledge of market trends

Results-driven mindset

Collaborative team environment

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

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 contribute to the team’s success by meeting or exceeding deposit and investment sales goals through effective management of your client portfolio. Your primary role is to establish and deepen investment and banking relationships with existing clients and referrals from branch partners.

You will promote the development and sustainable growth of proprietary investment business by:

1. Conducting in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, using financial planning tools.
2. Uncovering and solving clients’ needs, providing trusted financial advice on investments and retirement planning.
3. Demonstrating self-motivation and a goal-oriented mindset to craft personalized financial strategies.
4. Fostering strong engagement, educating clients, and delivering expert advice.
5. Building relationships to ensure a great client experience and long-term partnerships.
6. Leveraging technology to enhance client interactions and streamline processes.
7. Achieving targets while maintaining client satisfaction and business growth.

Skills and qualifications

We’d love to work with you if you have:

• Experience in financial planning and investment sales.
• Completed the CIFP CFP designation or equivalent.
• Certification as a Mutual Funds Representative with completed licensing requirements.
• Ability to thrive in a results-driven, collaborative team environment.
• Knowledge of market trends, economic conditions, and regulations.

What’s in it for you?

• Competitive compensation and benefits, with opportunities to impact an assigned client book.
• An inclusive culture that values contributions and community impact.
• A supportive environment promoting work-life balance.

Please note: Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning division. For more details, review our “Financial Planner, Scotia Financial Planning” postings.

Location: Toronto, Ontario, Canada

Scotiabank is committed to diversity and inclusion. If you need accommodations during the recruitment process, please inform our Recruitment team. Technical assistance is available upon request. Only candidates considered for an interview will be contacted.