Financial Planner - Toronto East

Scotiabank; Old Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Financial Planner to join their purpose-driven team. In this role, you will focus on developing client relationships and providing high-quality investment advice within the mass affluent market. Your responsibilities will include driving investment sales, acquiring new clients, and participating in community events to expand your network. This mobile position requires a proactive approach and a strong understanding of financial planning and investment sales. If you're goal-oriented and ready to make an impact, this is the opportunity for you.

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Must have PFP or CFP designation and mutual funds certification.

Responsibilities

• Drive investment sales and new client acquisition.
• Promote sustainable growth of investment business in the market area.

Skills

Financial Planning

Investment Sales

Networking

Interpersonal Skills

Goal Oriented

Entrepreneurial Spirit

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Mutual Funds Certification

Job description

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. You understand that growing a practice is all about building long-term relationships and leveraging your external networks and centres of influence.

You will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.

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 executing on business development plans for prospects and existing clients.
• Provide client-centric investment solutions through a financial planning framework, conducting outbound communications and proactive calling to prospects.
• Participate actively in local professional and community events to develop and expand your network.

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.
• You’re a mutual funds certified professional with current accreditation for MFDA licensing requirements.
• Successfully completed a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
• Proven networking, client acquisition and interpersonal skills.
• You’re goal oriented and entrepreneurial, capable of working independently.
• Extensive knowledge of competitive offerings, market trends, and the regulatory environment.
• A valid driver's license and access to a vehicle.

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(s): Canada : Ontario : Toronto

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive environment for everyone.