Financial Planner - Downtown Toronto

Scotiabank; Old Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a purpose-driven team as a Financial Planner in Downtown Toronto, where your expertise in financial planning and investment sales will help clients achieve their financial goals. This role emphasizes building long-term relationships with clients and leveraging your network to drive business development. You will enjoy the flexibility of a mobile role, allowing you to meet clients outside the office while adhering to compliance and regulatory requirements. With a culture that promotes diversity and inclusion, this position offers a rewarding compensation structure and access to leading-edge resources. If you're goal-oriented and passionate about client service, this opportunity is perfect for you.

Benefits

Entrepreneurial culture

Flexible work environment

Compensation structure with variable pay

Access to leading-edge resources

Diversity and inclusion promotion

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Must have PFP or CFP designation and mutual funds certification.

Responsibilities

• Drive investment sales and new client acquisition in the mass affluent market.
• Provide client-centric investment solutions through a financial planning framework.

Skills

Financial Planning

Investment Sales

Networking

Client Acquisition

Interpersonal Skills

Goal-Oriented

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Funds Certification

Job description

Title: Financial Planner - Downtown Toronto

Requisition ID: 210892

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. You understand that growing a practice is about building long-term relationships and leveraging your external networks. Your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You excel at building new relationships and enjoy the flexibility of meeting clients outside of the office. You recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.

Is this role right for you? In this role, you will:

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

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework. Conducting outbound communications and proactive calling to prospects.
• Community Involvement: Participating actively in local professional and community events to develop and expand your network.

Do you have the skills that will enable you to succeed in this role? - We’d Love To Work With You If You Have:

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional with current accreditation for MFDA licensing requirements.
• You have successfully completed a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition and interpersonal skills.
• You’re goal-oriented and entrepreneurial, able to work independently and as part of a team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle.

What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A partnership with our branches and access to Scotia Global Asset Management.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Location(s): Canada : Ontario : Toronto

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.