Financial Planner, Scotia Financial Planning - Surrey

Scotiabank; Surrey; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is looking for a Financial Planner in Surrey, BC. You will develop client relationships and provide tailored investment advice while driving sales and client acquisition. Candidates should have 3+ years in financial planning and hold MFDA and financial planning certifications. The role offers flexible hours, a base salary, and variable pay based on performance.

Benefits

Flexible work hours

Access to advanced resources

Diverse work culture

Qualifications

• At least 3 years of experience in financial planning and investment sales.
• Proven track record in client acquisition.
• Goal-oriented and able to work independently or as part of a team.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide tailored investment solutions through a financial planning framework.
• Participate in community events to build market profile.

Skills

Networking

Client acquisition

Interpersonal skills

Education

MFDA certification in good standing

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Tools

CRM

Financial planning software

Job description

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Requisition ID : 228289

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

To ensure our purpose remains central, we have rebranded as Financial Planners within the Scotia Financial Planning team (formerly "Investment Specialist" in the Mobile Advice Team) of our Global Asset Management Division.

As a Financial Planner, your focus will be on developing and deepening client relationships by providing high-quality advice and service to the mass affluent market. You will leverage your external networks and centers of influence, understanding that growing a practice involves building long-term relationships. Your clients are your greatest asset, and your priority is to help them meet their unique financial goals through investment and financial planning advice.

You will enjoy the flexibility to meet clients outside of the office at times that suit both parties. You will work within a collective Scotiabank framework that benefits both your clients and your practice.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, adhering to Global Sales Principles, compliance, and regulatory requirements. You will also identify and develop business opportunities within your market area. Join a purpose-driven, results-oriented team in an inclusive, high-performance culture!

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

Promote the development and sustainable growth of proprietary investment business in your market by :

• Business Development: Executing plans for prospects and existing clients, identifying new opportunities, and facilitating investment solutions or referrals.
• Client-Centric: Providing tailored investment solutions through a financial planning framework, conducting outbound communications, needs analyses, and proactive outreach to prospects.
• Community Involvement: Participating in local events, delivering community sessions, and building your market profile through networking and marketing activities.

We look for candidates with:

• At least 3 years of experience in financial planning and investment sales.
• MFDA certification in good standing (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.
• Strong networking, client acquisition, and interpersonal skills, with experience in Centers of Influence (COIs).
• Goal-oriented, entrepreneurial, and able to work independently or as part of a team.
• Extensive knowledge of market trends, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle for client meetings in your district.

What’s in it for you?

• An entrepreneurial environment fostering career development.
• Flexible work hours and client meeting arrangements.
• Compensation based on client growth and retention.
• Access to advanced resources, including marketing support, mobile technology, CRM, and financial planning software.
• Opportunity to build lasting client relationships through exceptional service.
• Collaboration with branches and Scotia Global Asset Management for an excellent client experience.
• A diverse, respectful, and inclusive work culture.

Other Information

• The role offers a base salary plus variable pay. It is a mobile role requiring frequent travel.

There is a related role within the Canadian Retail Banking Division called Financial Advisor, Investment & Retirement (FAIR). For more details, see the "Financial Planner, Branch Network" posting.

Location(s): Canada, British Columbia, Surrey

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers and communities succeed through a broad range of financial services.

We value diverse skills and experiences and are committed to an inclusive environment. If you need accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online. Only shortlisted candidates will be contacted.