Financial Planner, Branch Network - Sault Ste. Marie, Ontario

Scotiabank; Sault Ste. Marie; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner for its Sault Ste. Marie branch. The role involves managing client relationships and providing comprehensive financial advice tailored to individual needs. Candidates should have financial planning experience, relevant certifications, and a collaborative approach. The position offers competitive compensation, benefits, and a supportive work environment promoting work-life balance.

Benefits

Competitive compensation and benefits

Supportive work environment promoting work-life balance

Relocation support if applicable

Qualifications

• Experience in financial planning and investment sales preferred.
• Completion of CIFP CFP designation or equivalent recognized by the bank.
• Certification as a Mutual Funds Representative with relevant licensing.

Responsibilities

• Establish and deepen investment and banking relationships with existing clients.
• Conduct in-depth reviews for clients and provide trusted financial advice.
• Achieve targets while maintaining a focus on client satisfaction and business growth.

Skills

Financial planning experience

Investment sales experience

Collaborative mindset

Knowledge of market trends

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

Requisition ID: #

Join a purpose-driven, results-oriented team 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 client portfolio.

Your main responsibilities include establishing and deepening investment and banking relationships with existing clients and referrals from branch partners. You will promote the growth of proprietary investment business by:

1. Conducting in-depth reviews for clients, including retirement, wealth, and estate planning, utilizing financial planning tools to support their financial goals.
2. Providing trusted financial advice on investments and retirement planning based on client needs.
3. Identifying client needs to craft personalized financial strategies and solutions.
4. Building strong relationships, providing excellent client service, and fostering long-term engagement.
5. Utilizing advanced technology tools to enhance client interactions and streamline processes.
6. Achieving targets while maintaining a focus on client satisfaction and business growth.

Skills and qualifications

We are looking for candidates with:

1. Experience in financial planning and investment sales (preferred).
2. Completion of the CIFP CFP designation or equivalent recognized by the bank.
3. Certification as a Mutual Funds Representative, with relevant licensing.
4. A collaborative, results-driven mindset where contributions are recognized.
5. Knowledge of market trends, economic conditions, and regulatory environment.

What’s in it for you?

Benefits include:

1. Competitive compensation and benefits, with the opportunity to impact an existing client base.
2. An inclusive culture that values contributions and community involvement.
3. Supportive work environment promoting work-life balance.
4. Relocation support (if applicable) and competitive incentives.

Additional information

Interested candidates can explore other Financial Planning opportunities within Scotia Financial Planning and Wealth Management divisions. Please review our postings for more details.

Location: Sault Ste Marie, Ontario, Canada

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