Financial Planner - Scarborough, ON (Scarborough Town Centre Branch)

Scotiabank; Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada seeks a Financial Planner for its Scarborough branch. In this role, you will manage investment and retirement planning, helping clients achieve their financial goals while working in an inclusive and supportive environment. Ideal candidates will possess a CIFP Diploma and relevant financial planning experience.

Benefits

Competitive compensation and benefits package

Inclusive culture recognizing employee contributions

Opportunity to make a lasting impact on clients

Qualifications

• Minimum three years experience in financial planning and investment sales.
• Demonstrated sales management experience.
• Ability to cultivate strong relationships.

Responsibilities

• Establish investment and banking relationships with customers.
• Conduct comprehensive reviews including retirement and estate planning.
• Deliver trusted financial advice.

Skills

Financial Sales

Investment Planning

Customer Relationship Management

Education

CIFP Diploma in Financial Planning

Job description

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Title: Financial Planner - Scarborough, ON (Scarborough Town Centre Branch)

Requisition ID: 216578

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

About the role

As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

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

• Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
• Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
• Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
• Be highly engaged, educating customers, providing relevant insights and expert advice
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
• A minimum three years experience of financial planning and investment sales experience
• Demonstrated sales management experience and the ability to market Scotiabank
• Ability to cultivate strong relationships with customers, peers and partners

What’s in it for you?

• A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
• Ability to make a lasting impact on an assigned book of customers
• An inclusive culture where we value and recognize our employees’ contributions
• An organization committed to making a difference in our communities – for you and your customers

Location(s): Canada : Ontario : Scarborough

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.