Financial Planner, Scotia Financial Planning - Sydney, NS

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

Job summary

A prominent financial institution in Sydney, Nova Scotia is seeking a Financial Planner to develop client relationships and provide tailored financial advice. The role emphasizes business development and investment sales in a flexible, mobile work environment. Ideal candidates will have a strong background in financial planning and investment, with relevant certifications, and the ability to grow and maintain client networks. Enjoy a culture that promotes diversity and offers opportunities for career growth.

Benefits

Flexible work hours

Entrepreneurial culture

Access to leading-edge resources

Support for professional growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Good standing with CIRO licensing requirements.
• Proven interpersonal skills and experience building networks.

Responsibilities

• Drive investment sales and new client acquisition.
• Execute business development plans for mass affluent clients.
• Participate actively in community events to expand the network.

Skills

Financial planning

Investment sales

Networking

Client acquisition

Entrepreneurial mindset

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Mutual fund certification

Tools

Customer relationship management (CRM)

Financial planning software

Job description

Requisition ID: 238427

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

"Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings."

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 / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships.

• 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. Through meaningful conversations and tailored guidance, demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from.
• 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. Proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. Build strong internal partnerships across the branch network to ensure seamless access to the full breadth of Scotiabank’s resources—bringing the best of the bank to every client interaction.

As a Financial Planner you are:

• Driven by purpose and determination, prioritizing personalized investment and financial planning advice that empowers clients to achieve their unique financial goals with confidence.
• Enjoy the flexibility of meeting clients outside of the office on a schedule that best suits you and them.
• Recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for the following:

• Driving 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:

• Business Development: Execute business development plans for mass affluent prospects and existing clients. Identify additional business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.
• Client‑centricity: Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities. Conduct complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participate actively in local professional and community events and associations, identify opportunities to deliver community information sessions and financial seminars to develop and expand your network and prospects. Build and maintain a market profile in the assigned market area. Network with investment industry specialists while managing a small budget for independent marketing‑based activities.

Do you have the skills that will enable you to succeed in this role?

• 3 years of experience in financial planning and investment sales.
• Certifications: mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• 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. Self‑motivated and able to work independently with minimal supervision while contributing to 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 customer relationship management (CRM), portfolio, and financial planning software.
• The ability to build long‑lasting client relationships through exceptional advice and service.
• A partnership with our retail 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.

Location: Canada – Nova Scotia – Sydney