Financial Planner - Thunder Bay

Scotiabank; Northwestern Ontario; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team. In this role, you will develop and deepen client relationships by providing high-quality investment and financial planning advice tailored to individual goals. Your expertise will guide clients through retirement planning and wealth accumulation, utilizing a comprehensive financial planning framework. This position offers a competitive compensation package, access to cutting-edge resources, and a work culture that values diversity and inclusion. If you are self-motivated, goal-oriented, and passionate about helping clients succeed, this opportunity is perfect for you.

Benefits

Competitive compensation package

Access to leading-edge resources

Dedicated marketing support

Diversity and inclusion culture

Community engagement initiatives

Qualifications

• Experience in financial planning and investment sales is preferred.
• Must have PFP or CFP designation and mutual funds certification.

Responsibilities

• Conduct in-depth financial reviews for clients, focusing on retirement and estate planning.
• Build and maintain long-lasting client relationships through exceptional service.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Problem Solving

Communication Skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Funds Certification

Tools

CRM software

Financial Planning Software

Mobile Technology

Job description

Requisition ID: 216605

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

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• You’re self-directed, performance-oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
• Be highly engaged, educate clients, provide relevant insights and expert advice.
• Demonstrate a collaborative approach when dealing with peers, clients, and partners.
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• 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.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• A competitive compensation and benefits package 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 work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

Location(s): Canada : Ontario : Thunder Bay

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 candidates who are selected for an interview will be contacted.