Financial Planner - Hazeldean, ON

Scotiabank; Canada; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their high-performing team in Ontario. In this role, you will develop and deepen client relationships by providing tailored financial and investment advice to mass affluent clients. Your expertise will help clients achieve their unique financial goals through comprehensive planning and personalized strategies. You will thrive in an inclusive culture that values your contributions while making a lasting impact on your client portfolio. If you are self-motivated, goal-oriented, and passionate about financial planning, this opportunity is perfect for you.

Benefits

Competitive compensation

Comprehensive benefits

Inclusive culture

Community impact opportunities

Qualifications

• Experience in financial planning and investment sales preferred.
• Knowledge of market trends and economic conditions.

Responsibilities

• Conduct in-depth reviews for clients on retirement and wealth accumulation.
• Build strong relationships and deliver expert financial advice.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (French and English)

Market Knowledge

Education

CIFP Diploma in Financial Planning

Canadian Securities Course

Job description

Requisition ID: 214922

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

About the role

As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is to offer investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, your focus will be on investment sales, new client acquisition, and establishing business development opportunities within your assigned market area.

Key responsibilities include:

• Conducting in-depth reviews for clients, including retirement, wealth accumulation, and estate planning, using financial planning tools to support their financial goals.
• Uncovering and addressing client needs, delivering trusted financial advice regarding investments and retirement planning.
• Being self-motivated and goal-oriented in identifying client needs to craft personalized financial strategies.
• Building strong relationships, educating clients, offering insights, and delivering expert advice.
• Collaborating effectively with peers, clients, and partners.
• Fostering long-term relationships with existing clients.

Qualifications and skills

• Experience in financial planning and investment sales preferred.
• Completed the CIFP Diploma in Financial Planning or equivalent.
• Accredited mutual funds professional in good standing with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Ability to work independently with minimal supervision.
• Knowledge of market trends, economic conditions, and regulatory environment.
• Bilingual in French and English, able to serve both English and French-speaking clients.

What’s in it for you?

• Competitive compensation and benefits tailored to the role.
• Opportunity to make a lasting impact on your client portfolio.
• An inclusive culture that values contributions.
• Being part of an organization committed to community impact.

Location

Canada: Ontario: Kanata

Scotiabank is a leading bank in the Americas, guided by the purpose: "for every future." We help our customers and communities succeed through a broad range of services including banking, wealth management, and capital markets.

We value diverse skills and experiences and are committed to an inclusive, accessible environment. If you need accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online. We appreciate all applicants; only those selected for an interview will be contacted.