Financial Planner, Scotia Financial Planning - Winnipeg 1

Scotiabank; Winnipeg; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Winnipeg is seeking a Financial Planner to develop client relationships and provide personalized investment advice. The ideal candidate will have experience in financial planning and investment sales, with strong networking skills. This role offers a flexible work environment and a compensation structure that rewards client growth. Candidates must have relevant certifications and the ability to meet clients in the designated district.

Benefits

Flexible working hours

Access to marketing support

Opportunity for career development

Compensation structure that rewards growth

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified with current accreditation.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Establish business development opportunities within the market.
• Provide client-centric investment solutions.

Skills

Networking skills

Client acquisition skills

Interpersonal skills

Goal-oriented

Entrepreneurial mindset

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual fund certified

Tools

CRM software

Financial planning software

Portfolio software

Job description

Overview

Requisition ID: 235328

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.”

Role

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 – You engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to empower clients to clarify, pursue, and achieve their financial objectives.
• Internal clients – You deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You pursue opportunities and cultivate connections, coordinating with branch partners to access Scotiabank resources for every client interaction.

As a Financial Planner you are

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

Responsibilities

• Following a comprehensive financial planning framework, 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.
• Join a purpose-driven team, committed to results, in an inclusive and high-performing culture.
• Business Development: Execute plans for mass affluent prospects and existing clients, identify opportunities, and facilitate investment solutions or referrals to partners.
• Client-centricity: Provide client-centric investment solutions through a planning framework, conduct outbound communications, needs analyses, and stay top-of-mind for future opportunities.
• Community Involvement: Participate in local events, deliver financial seminars, build a market profile, and network with investment specialists while managing a small marketing budget.

Requirements

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified with current accreditation and good standing for CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition, and interpersonal skills; experience with Centres of Influence (COIs).
• Goal-oriented and entrepreneurial; able to work independently with minimal supervision and as part of a team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Valid driver’s license and access to a vehicle to meet clients in 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 with flexible hours and client meetings.
• A compensation structure that rewards growing and maintaining your client base.
• Access to 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.
• A 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.

#financialplanner

Location(s): Canada : Manitoba : Winnipeg || Canada : Manitoba : Brandon || Canada : Ontario : Thunder Bay || Canada : Saskatchewan : Regina || Canada : Saskatchewan : Saskatoon

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.