Financial Planner - Comox Valley

Scotiabank; Campbell River; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join Scotiabank as a Financial Planner in Campbell River, where you will enhance client relationships by offering personalized investment and financial planning advice. This role seeks goal-oriented individuals passionate about helping clients achieve their financial goals, backed by a robust support system and competitive compensation.

Benefits

Competitive compensation and benefits package

Access to leading-edge resources and technology

Diversity, respect, and inclusion in work culture

Qualifications

• Experience in financial planning and investment sales preferred.
• Certification for MFDA licensing requirements is necessary.
• Knowledgeable of market trends and economic conditions.

Responsibilities

• Conduct in-depth reviews for clients including retirement and estate planning.
• Provide customized financial strategies and solutions to clients.
• Build long-lasting relationships with clients through exceptional service.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Strategic Thinking

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Job description

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

As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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 our clients’ financial goals.
• Uncovering and solving for client’s needs, delivering trusted financial advice regarding their investments and retirement planning.
• Being self-directed and performance-oriented in discovering clients' needs, listening to understand what they are looking for, and providing customized financial strategies and solutions.
• Engaging with clients, providing relevant insights and expert advice.
• Demonstrating a collaborative approach when dealing with peers, clients, and partners.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :

• Experience in financial planning and investment sales is preferred.
• Successfully completed the Personal Financial Planning (PFP) designation and / or a Certified Financial Planner (CFP) designation.
• Certification as a mutual funds professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Goal-oriented and entrepreneurial; able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• A competitive compensation and benefits package that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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Financial Planner • Campbell River, Strathcona Regional District, Canada