Financial Planner - Truro or Amherst, NS

Scotiabank; Truro; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Planner to join their dynamic team. In this role, you will focus on building and nurturing client relationships while providing tailored investment and financial planning advice. Your expertise will help clients achieve their financial goals through comprehensive planning and insightful guidance. With access to advanced resources and a supportive work culture, you will thrive in an environment that values diversity and inclusion. If you are a self-motivated professional with a passion for client success, this is the perfect opportunity to make a significant impact in the financial services sector.

Benefits

Competitive compensation and benefits package

Access to leading-edge resources

Dedicated marketing support

Exceptional advice and service

Diversity and inclusion in the workplace

Qualifications

• Experience in financial planning and investment sales is preferred.
• Knowledgeable of market trends and regulatory environment.

Responsibilities

• Develop and deepen client relationships by providing financial advice.
• Conduct in-depth reviews for clients including retirement and estate planning.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Business Development

Analytical Skills

Education

Personal Financial Planning (PFP) designation

Certified Financial Planner (CFP) designation

Accredited Mutual Funds Professional

Tools

CRM Software

Financial Planning Software

Mobile Technology

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. 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 :

• Conducting 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.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Exercising a collaborative approach when dealing with peers, clients, and partners.
• Building 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 (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and / or the Certified Financial Planner(CFP) designation.
• You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You're able to work independently as a self-motivated entrepreneur with minimal supervision.
• 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.