Financial Planner - Toronto East

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

Job summary

Ein etabliertes Unternehmen sucht einen dynamischen Finanzplaner, der sich auf die Entwicklung und Vertiefung von Kundenbeziehungen konzentriert. In dieser Rolle sind Sie verantwortlich für die Bereitstellung hochwertiger Beratung und Dienstleistungen im Bereich Finanzplanung für wohlhabende Kunden. Sie genießen die Flexibilität, Kunden außerhalb traditioneller Bürozeiten zu treffen und arbeiten innerhalb eines kollegialen Rahmens, der sowohl Ihren Kunden als auch Ihrer Praxis zugutekommt. Diese Position bietet Ihnen die Möglichkeit, langfristige Beziehungen aufzubauen und Ihre unternehmerischen Fähigkeiten zu entfalten, während Sie gleichzeitig auf die Erreichung finanzieller Ziele Ihrer Kunden hinarbeiten.

Benefits

Karriereentwicklungsmöglichkeiten

Flexible Arbeitszeiten

Zugang zu fortschrittlichen Ressourcen

Belohnende Vergütungsstruktur

Partnerschaften mit Filialen

Qualifications

• Mindestens 3 Jahre Erfahrung in der Finanzplanung und im Verkauf von Investitionen.
• Starke Netzwerk- und Kundenakquisitionsfähigkeiten.

Responsibilities

• Implementierung von Plänen zur Kundengewinnung und -betreuung.
• Angebot maßgeschneiderter Investitionslösungen und Durchführung von Bedarfsanalysen.

Skills

Finanzplanung

Verkauf von Investitionen

Netzwerkfähigkeiten

Interpersonelle Fähigkeiten

Zielorientierung

Education

Mutual Funds Certification

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Tools

CRM-Software

Finanzplanungssoftware

Mobile Technologie

Job description

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Requisition ID: 210893

Join a purpose-driven, results-oriented, inclusive, and high-performing culture at Scotia Financial Planning.

We have rebranded our role to 'Financial Planners' from 'Investment Specialist' under the Mobile Advice Team to better reflect our mission. 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 are entrepreneurial, building long-term relationships and leveraging your networks. Your clients are your assets, and your goal is to help them meet their financial objectives through tailored investment and financial planning advice.

You enjoy building new relationships and appreciate the flexibility to meet clients outside traditional office hours, aligning with their schedules. You will work within a collective Scotiabank framework that benefits both your clients and your practice.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and acquiring new clients, while adhering to global sales principles, compliance, and regulatory standards. You will also explore business development opportunities within your assigned market area.

Key Responsibilities:

• Business Development: Implement plans to attract prospects and serve existing clients, identify new investment opportunities, and facilitate solutions or referrals.
• Client-Centric Service: Offer tailored investment solutions, conduct outbound communications, and perform needs analyses across various financial statements.
• Community Engagement: Participate in local events and associations, deliver community seminars, and build a strong local market presence. Manage a small marketing budget for independent activities.

Desired Skills and Qualifications:

• At least 3 years of experience in financial planning and investment sales.
• Mutual funds certification with current MFDA licensing (Investments Funds in Canada or Canadian Securities Course).
• Completion of a Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.
• Strong networking, client acquisition, and interpersonal skills; experience with Centres of Influence (COIs).
• Goal-oriented, entrepreneurial, and capable of working independently and within a team.
• In-depth knowledge of market trends, economic conditions, regulatory environment, and competitive offerings.
• Valid driver’s license and access to a vehicle for client meetings within the district.

What’s in it for you?

• Entrepreneurial culture with career development opportunities.
• Flexible, fast-paced work environment with self-set hours and client meetings.
• Rewarding compensation structure based on client growth and retention.
• Access to advanced resources, including marketing support, mobile technology, CRM, and financial planning software.
• Opportunity to build lasting client relationships through exceptional service.
• Partnerships with branches and Scotia Global Asset Management for an enhanced client experience.
• Inclusive work culture that values diversity and respect.

Additional Information:

• Compensation includes base salary plus variable pay. The role requires frequent travel as it is mobile.

Location: Toronto, Ontario, Canada

Scotiabank is committed to diversity, equity, and inclusion. We provide accommodations during the recruitment process upon request. Candidates must apply online; only shortlisted candidates will be contacted.