Financial Planner, Branch Network - Winnipeg Financial Centre

Scotiabank Global Site; Winnipeg; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services organization in Winnipeg is seeking a Financial Planner to enhance client relationships and deliver personalized financial strategies. Successful candidates will have experience in financial planning and investment sales. The role promises competitive compensation, benefits, and a supportive work environment that promotes work-life balance.

Benefits

Competitive compensation and benefits

Supportive work environment

Relocation support and incentives

Qualifications

• Experience in financial planning and investment sales is preferred.
• Knowledge of market trends and economic conditions.
• Ability to thrive in a collaborative team culture.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for clients including retirement planning.
• Craft personalized financial strategies and solutions.

Skills

Financial Planning

Investment Sales

Wealth Management

Financial Analysis

Budgeting

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Tools

Microsoft Outlook

Microsoft PowerPoint

Job description

Requisition ID: 226574

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

About the role

Internally known as Financial Advisor Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you will be a member of the branch sales team responsible for contributing to the team's overall 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 as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
• Uncovering and solving clients' needs to deliver trusted financial advice regarding investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships focused on providing excellent client experiences and growing long-standing relationships.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to balance client satisfaction with business growth.

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or bank-recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank-recognized equivalent.
• Ability to thrive in a collaborative, results-driven team culture where contributions are recognized and rewarded.
• Knowledge of market trends, economic conditions, and the regulatory environment.

What's in it for you

• Competitive compensation and benefits, with the opportunity to make a lasting impact on an assigned book of customers.
• An inclusive culture that values contributions and a commitment to community impact.
• A supportive work environment promoting work-life balance.
• Relocation support (upon approval) and competitive incentives to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning Wealth Management division. For more information, please review our Financial Planner Scotia Financial Planning postings.

Location: Canada, Manitoba, Winnipeg

Scotiabank is a leading bank in the Americas, guided by our purpose: for every future, we help our customers, families, and communities succeed through a broad range of advice, products, and services including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online; only those selected for interviews will be contacted.

Key Skills

Estate Law, Trusts, Wealth Management, Financial Services, Financial Concepts, Microsoft Outlook, Microsoft PowerPoint, Securities Law, Financial Analysis, Budgeting, Financial Planning, Wills

Employment Type: Full Time

Experience: Years

Vacancy: 1