Financial Planner, Scotia Financial Planning - Edmundston or Grand Falls, NB 1

Scotiabank; City of Edmundston; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Planner to develop client relationships and provide personalized investment advice. Three years of relevant experience and important designations are required. The role emphasizes ability to work independently and as part of a team while driving sales in a flexible environment.

Benefits

Flexible work hours

Access to resources and marketing support

Compensation structure rewarding client base growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund accredited and in good standing for CIRO licensing.
• Ability to work independently and in a team.

Responsibilities

• Engage in proactive client outreach to showcase financial planning value.
• Drive investment sales while adhering to compliance requirements.
• Establish business development opportunities with prospects.

Skills

Networking

Client acquisition

Interpersonal skills

Goal-oriented mindset

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Tools

Customer relationship management (CRM)

Investment planning software

Job description

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

What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service.

Key Responsibilities

• External clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Internal clients – Play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.

As a Financial Planner, you are driven by purpose and determination, understanding that your clients are your most valuable asset. Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence.

Responsibilities

• Drive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Is this role right for you?

In this role, you will promote the development and sustainable growth of proprietary investment business in the assigned market area by executing on business development plans, providing client-centric investment solutions, and participating actively in local professional and community events.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
• 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).
• Goal-oriented and entrepreneurial, with the ability to work independently and as part of a larger team.

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.
• 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 customer relationship management (CRM), portfolio, and financial planning software.

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. 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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.