Financial Planner - Midland Branch

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

Job summary

Join a purpose-driven company focused on client relationships and financial well-being. As a Financial Planner, you'll provide high-quality investment and financial planning advice to help clients meet their unique goals. This role emphasizes client acquisition and business development within a supportive and inclusive culture. You'll leverage your expertise in financial planning and investment sales to craft personalized strategies, ensuring a lasting impact on clients' financial futures. If you're motivated and passionate about helping others, this opportunity is perfect for you.

Benefits

Competitive compensation

Benefits package

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, focusing on retirement and estate planning.
• Build strong relationships and deliver expert financial advice.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (French and English)

Market Trends Knowledge

Education

CIFP Designation

Accredited Mutual Funds Professional

Job description

Requisition ID: #

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

About the role

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. 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, your focus will be on investment sales, new client acquisition, and establishing business development opportunities within your assigned market area.

Key responsibilities include:

1. Conducting in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning tools to support their financial goals.
2. Uncovering and solving for client needs, delivering trusted financial advice regarding investments and retirement planning.
3. Demonstrating self-motivation and a goal-oriented mindset to craft personalized financial strategies.
4. Building strong relationships, educating clients, and delivering expert advice.
5. Collaborating with peers, clients, and partners to foster engagement and growth.
6. Growing and maintaining long-term relationships with existing clients.

Qualifications and skills:

• Experience in financial planning and investment sales preferred.
• Progress towards or completed CIFP designation.
• Accredited mutual funds professional in good standing with CIRO licensing requirements.
• Ability to work independently with minimal supervision.
• Knowledge of market trends, economic conditions, and regulatory environment.
• Bilingual in French and English, capable of serving both English and French-speaking clients.

What’s in it for you?

• Competitive compensation and benefits package.
• Opportunity to make a lasting impact on clients’ financial well-being.
• Inclusive culture that values contributions.
• Organization committed to community impact.

Location

Canada: Ontario: Barrie

About Scotiabank

Guided by our purpose: "for every future", we help customers and communities achieve success through advice, products, and services across banking and wealth management sectors.

We value diverse skills and experiences and are committed to an inclusive environment. Accommodations are available during the recruitment process. Only candidates considered for an interview will be contacted.