Financial Planner, Branch Network - Danforth & Pape Branch

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an experienced Financial Planner to manage client portfolios and provide expert financial advice. Candidates should have experience in financial planning and possess relevant certifications. This role offers competitive compensation and promotes a supportive work environment.

Benefits

Competitive compensation

Inclusive culture

Supportive work-life balance

Qualifications

• Experience in financial planning and investment sales.
• Strong understanding of market trends and regulatory environment.
• Ability to build and maintain client relationships.

Responsibilities

• Conduct comprehensive reviews for clients using financial planning tools.
• Uncover client needs and provide trusted financial advice.
• Create personalized financial strategies based on client needs.
• Achieve sales targets while ensuring client satisfaction.

Skills

Financial planning

Investment sales

Client relationship management

Financial analysis

Education

Completed CIFP CFP designation or equivalent

Certified Mutual Funds Representative

Job description

Requisition ID: 232367

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

About the role

As a Financial Planner in our retail branch network, you will be 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 banking relationships with existing clients and referrals from branch partners.

Responsibilities include:

• Conducting comprehensive reviews for clients, including retirement, wealth, and estate planning using financial planning tools.
• Uncovering client needs and providing trusted financial advice on investments and retirement planning.
• Creating personalized financial strategies based on client needs.
• Building and maintaining strong client relationships and delivering excellent service.
• Utilizing technology to enhance client interactions and streamline processes.
• Achieving sales targets while ensuring client satisfaction and business growth.

Qualifications

• Experience in financial planning and investment sales.
• Completed the CIFP CFP designation or an equivalent recognized by the bank.
• Certified Mutual Funds Representative in good standing with appropriate licensing.
• Knowledge of market trends, economic conditions, and regulatory environment.

What’s in it for you?

• Competitive compensation, benefits, and the chance to impact an existing client base.
• An inclusive culture that values contributions and community impact.
• Supportive environment promoting work-life balance.

Note: Opportunities within Scotia Financial Planning division are also available. For more information, see our postings for "Financial Planner, Scotia Financial Planning".

Location: Toronto, Ontario, Canada

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process. Candidates must apply online. Only shortlisted candidates will be contacted.