Financial Planner - London Main Branch

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

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in a vibrant city. This role focuses on building strong client relationships and providing high-quality financial advice tailored to individual needs. With a commitment to an inclusive culture, the company values diverse perspectives and offers competitive compensation. You will play a crucial role in helping clients achieve their financial goals through personalized strategies and expert insights. If you're passionate about making a difference in clients' financial lives, this opportunity is perfect for you.

Benefits

Competitive compensation and benefits

Opportunity to make a lasting impact

Inclusive culture

Community impact commitment

Qualifications

• Experience in financial planning and investment sales preferred.
• Ability to work independently as a self-motivated entrepreneur.

Responsibilities

• Conduct in-depth reviews for clients, including retirement and estate planning.
• Deliver trusted financial advice regarding investments and retirement planning.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (French and English)

Education

CIFP Designation

Accredited Mutual Funds Professional

Tools

Financial Planning Tools

Job description

Requisition ID: #

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 help them meet their unique financial goals through investment and financial planning advice.

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.

Responsibilities include:

1. Conducting in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning tools to support their goals.
2. Uncovering and solving clients' needs, delivering trusted financial advice regarding investments and retirement planning.
3. Identifying opportunities and crafting personalized financial strategies with a self-motivated, goal-oriented approach.
4. Building strong relationships, educating clients, providing insights, and delivering expert advice.
5. Collaborating effectively with peers, clients, and partners.
6. Growing long-term relationships with existing clients and attracting new ones.

Qualifications:

• Experience in financial planning and investment sales preferred.
• Completion or progress towards CIFP designation.
• Accredited mutual funds professional in good standing with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Ability to work independently as a self-motivated entrepreneur.
• 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.
• Opportunity to make a lasting impact on clients’ financial lives.
• Inclusive culture that values contributions.
• Organization committed to community impact.

Location

Canada: Ontario: London (ON)

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers and communities succeed through a broad range of financial services. We value diversity and are committed to an inclusive environment. Candidates requiring accommodations during recruitment should inform our Recruitment team. Only selected candidates will be contacted for interviews.