Financial Planner, Scotia Financial Planning - Winnipeg

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

Job summary

A leading financial institution in Winnipeg is seeking a motivated Financial Planner to promote investment growth through client relationships. The ideal candidate will have over 3 years of experience in financial planning and investment sales, alongside relevant certifications. This role offers a flexible work environment and a compensation structure that rewards client relationship building.

Benefits

Entrepreneurial culture

Flexible work environment

Competitive compensation structure

Access to leading-edge resources

Qualifications

• 3 years of experience in financial planning and investment sales.
• Proven networking and client acquisition skills.
• Valid driver's license and access to a vehicle.

Responsibilities

• Engage in proactive client outreach for new business.
• Deepen relationships with existing clients.
• Drive investment sales while adhering to compliance.

Skills

Financial planning

Investment sales

Client acquisition

Networking

Interpersonal skills

Education

PFP designation and/or CFP designation

Mutual fund certification

Tools

CRM software

Financial planning software

Job description

Overview

Requisition ID: 228221

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.”

Location: Canada, Manitoba, Winnipeg

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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. We value the unique skills and experiences each individual brings to the Bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role.

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:

Responsibilities

• External clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the value of financial planning to empower clients to pursue financial objectives.
• Internal clients – Deepen relationships with existing Scotiabank clients, identify opportunities, and partner across the branch network to provide access to bank resources.
• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.

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. You will build and leverage networks and centres of influence to grow a practice and long-term relationships.

As a Financial Planner you are

• Driven by purpose and determination with a focus on delivering personalized investment and financial planning advice to help clients achieve their goals.
• Flexible to meet clients outside of the office on a schedule that suits both parties.
• Committed to working within the Scotiabank framework to benefit clients and the practice.

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

• Driving investment sales and new client acquisition with adherence to Global Sales Principles, compliance and regulatory requirements.
• Establishing business development opportunities with prospects and clients within the assigned market area.
• Joining a purpose-driven team in an inclusive and high-performing culture.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with current accreditation and licensing requirements (CIRO Investments Funds in Canada or Canadian Securities Course).
• PFP designation and/or CFP designation.
• Proven networking, client acquisition and interpersonal skills; experience building Centres of Influence (COIs).
• Goal-oriented and entrepreneurial; ability to work independently and as part of a team.
• Knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.
• Valid driver's license and access to a vehicle to meet clients within the designated district.

What’s in it for you?

• Entrepreneurial culture with the freedom to develop your career.
• Fast-paced, flexible work environment with self-directed hours.
• Compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources including dedicated marketing support, mobile technology, CRM, portfolio and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Partnership with 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

Compensation is base plus variable pay. This is a mobile role and will require frequent travel.