Financial Planner, Scotia Financial Planning - Pinecrest Mall, ON

Scotiabank; Ottawa; On-site; CAD 65,000 - 95,000; Full time

Job summary

A leading financial institution in Ottawa is seeking a dedicated Financial Planner to promote and manage investment solutions for mass affluent clients. This role involves executing business development plans, providing tailored financial advice, and actively participating in community events to network and grow a client base. The ideal candidate will have several years of experience in financial planning and hold relevant certifications. Excellent interpersonal skills and an entrepreneurial spirit are essential to thrive in this flexible environment.

Benefits

Flexible work hours

Access to advanced resources

Diversity and inclusion promoted in workplace

Qualifications

• 3 years of experience in financial planning and investment sales.
• Must hold mutual funds certification with good standing for MFDA licensing.
• Valid driver's license and access to a vehicle to meet clients.

Responsibilities

• Execute business development plans for mass affluent clients.
• Provide investment solutions aligning with client needs.
• Participate in local community events to build network.

Skills

Networking skills

Client acquisition

Financial planning

Investment knowledge

Entrepreneurial mindset

Education

Personal Financial Planning designation

Certified Financial Planner designation

Job description

Overview

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 :

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional 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.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Your 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.
• 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.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent 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.

Another stream to our financial planning advice lies within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Planner, Branch Network” posting.