Financial Planner, Scotia Financial Planning - Kingston Financial Centre

Scotiabank; Eastern Ontario; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a sustainable practice in a supportive environment.

Benefits

Flexible work hours

Access to leading-edge resources

Supportive work culture promoting diversity

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Current accreditation for CIRO licensing requirements.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Establish business development opportunities within the market area.
• Promote and grow proprietary investment business.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Knowledge of market trends

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

CIRO licensing requirements

Tools

CRM software

Financial 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. As a dedicated entrepreneur, you know how to build and leverage your external and internal networks and centres of influence, and understand that growing a practice is all about building new and long‑term relationships.

• External clients – Proactively engage individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings.
• Internal clients – Deepen relationships with existing Scotiabank clients who may have limited interaction with the bank, cultivating meaningful connections and positioning yourself as a trusted advisor.

As a Financial Planner you are:

• Driven by purpose and determination, prioritizing personalized investment and financial planning advice.
• Enjoy the flexibility of meeting clients outside the office on a schedule that suits they and you.
• Valuing a collective Scotiabank framework that benefits clients and your practice.

Responsibilities

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.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Promote the development and sustainable growth of proprietary investment business in the assigned market area.
• Execute business development plans for mass‑affluent prospects and existing clients, facilitating investment solutions and referrals.
• Provide client‑centric investment solutions within a financial planning framework, conducting outbound communications and proactive outreach.
• Participate actively in local professional and community events, delivering information sessions and financial seminars to expand your network.
• Maintain a market profile and network with investment industry specialists while managing independent marketing activities.

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Completed Personal Financial Planning (PFP®) and/or Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• Goal‑oriented and entrepreneurial, able to work independently with minimal supervision.
• Extensive knowledge of market trends, economic conditions, and the regulatory environment.
• Valid driver’s license and access to a vehicle to meet clients and prospects within the district.

What’s in it for you?

• An entrepreneurial culture with freedom to develop your career.
• A fast‑paced, flexible work environment where you set your own hours and meet clients as convenient.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading‑edge resources, marketing support, mobile technology, CRM, portfolio, and financial planning software.
• The ability to build long‑lasting client relationships through exceptional advice and service.
• A partnership with retail branches and access to Scotia Global Asset Management for excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Base plus variable pay. This is a mobile role requiring frequent travel.

Location

Canada : Ontario : Kingston

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, families and communities achieve success through a broad range of advice, products and services.

We value diversity and are committed to an inclusive, accessible environment. If you require accommodation during the recruitment process, please let our Recruitment team know.

Candidates must apply directly online. We appreciate all applications, but only selected candidates will be contacted.