Financial Planner, Scotia Financial Planning - Acadian Peninsula

Scotiabank; Regional Municipality of Tracadie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in New Brunswick seeks a Financial Planner to deliver high-quality investment advice. In this mobile role, you will develop client relationships and drive investment sales within the mass affluent market, requiring 3 years of experience in financial planning and strong networking skills. The role offers a flexible work environment and a compensation structure that rewards client base development.

Benefits

Flexible work environment

Access to marketing support and technology

Opportunity to build long-lasting client relationships

Qualifications

• 3 years of experience in financial planning and investment sales.
• Current accreditation and MFDA licensing.
• Extensive knowledge of market trends and regulatory environment.
• Valid driver’s license and access to a vehicle.

Responsibilities

• Promote the development of proprietary investment business.
• Execute on business development plans for clients.
• Provide client-centric investment solutions.
• Participate in local professional and community events.

Skills

Financial planning and investment sales

Networking and client acquisition

Bilingual in French and English

Education

Mutual funds certified professional

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Job description

Overview

Requisition ID: 228476

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is part of the Scotia Financial Planning team within Global Asset Management, focused on delivering high-quality financial planning and investment advice to the mass affluent market.

You will focus on developing and deepening client relationships by leveraging external networks and centres of influence, meeting clients outside of the office when needed, and providing investment and financial planning advice to help them meet their goals. You will operate within a Scotiabank framework that benefits both clients and the practice.

Following a comprehensive financial planning framework, you will drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements. You will establish business development opportunities with prospects and clients within the assigned market area.

Location: Canada, New Brunswick, Tracadie-sheila. This is a mobile role requiring frequent travel.

Responsibilities

• Promote the development and sustainable growth of proprietary investment business in the assigned market area.
• Business Development: Execute on business development plans for prospects and existing clients within the mass affluent market. Identify additional opportunities and facilitate the implementation of investment solutions or referrals to appropriate partners.
• Client-Centric: Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects. Conduct complementary needs analyses.
• Community Involvement: Participate in local professional and community events to expand network. Deliver community information sessions and financial seminars. Build a market profile and network with investment industry specialists while managing a small budget for independent marketing activities.

Skills and Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional with current accreditation and MFDA licensing (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition and interpersonal skills; experience building Centres of Influence (COIs).
• Entrepreneurial, goal oriented; able to work independently with minimal supervision and as part of a team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle to meet clients and prospects in the designated district.
• Bilingual in French and English.

What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• Fast-paced, flexible work environment with the ability to set your own hours and meet clients as convenient.
• Compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources including marketing support, mobile technology, CRM, portfolio and financial planning software.
• Opportunity to build long-lasting client relationships through exceptional advice and service.
• Collaboration with branches and Scotia Global Asset Management to deliver an excellent client experience.
• Inclusive work culture with diversity and respect.

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.

There is also a related role within the Canadian Retail Banking Division: Financial Advisor, Investment & Retirement (FAIR). If you are interested in that role, please review the “Financial Planner, Branch Network” posting.

Location(s): Canada : New Brunswick : Tracadie-sheila

Scotiabank is a leading bank in the Americas. We value inclusivity and accessibility; if you require accommodation during recruitment, please contact our Recruitment team. If you require technical assistance, please contact Recruitment. Candidates must apply directly online to be considered.