Financial Planner - Prince George

Scotiabank; Prince George; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic individual to drive business development and client engagement in the investment sector. This role emphasizes building long-lasting client relationships through exceptional advice and service, all within a flexible, entrepreneurial environment. You'll leverage your financial planning expertise and networking skills to identify new opportunities and provide tailored investment solutions. With access to cutting-edge resources and a supportive culture, this position offers the chance to thrive while making a meaningful impact in your community. If you're motivated by client success and eager to grow your career, this could be the perfect opportunity for you.

Benefits

Flexible Work Environment

Access to Marketing Support

Leading CRM Tools

Diversity and Inclusion Culture

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Current accreditation for MFDA licensing requirements.

Responsibilities

• Execute business development plans for prospects and existing clients.
• Provide client-centric investment solutions through financial planning.

Skills

Financial Planning

Investment Sales

Networking

Client Acquisition

Interpersonal Skills

Entrepreneurial Mindset

Market Knowledge

Education

Mutual Funds Certification

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Tools

CRM Software

Financial Planning Software

Mobile Technology

Job description

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 and facilitating the implementation of an investment solution and / or referral to the appropriate partners.
• Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement : Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• 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; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. What’s in it for you?
• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure 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.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• 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.