New Opportunity - Financial Planner - Sault Ste. Marie, Ontario

Scotiabank; Ontario; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Financial Planner in Sault Ste. Marie, Ontario. The role involves developing client relationships and providing tailored financial advice. Candidates should have experience in financial planning and investment sales, with a focus on client needs and market trends. Competitive compensation and benefits are offered.

Benefits

Competitive compensation and benefits package

Opportunity to make a lasting impact

Inclusive culture valuing employee contributions

Relocation assistance available

Qualifications

• Experience in financial planning and investment sales preferred.
• Progress towards or completed CIFP designation.
• Accredited mutual funds professional in good standing with CIRO licensing.

Responsibilities

• Develop and deepen client relationships by providing high-quality investment advice.
• Conduct in-depth reviews for clients, including retirement and estate planning.
• Build and maintain long-term client relationships.

Skills

Client Relationship Management

Investment Sales

Financial Planning

Market Knowledge

Education

CIFP designation

Accredited mutual funds professional

Job description

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Title: New Opportunity - Financial Planner - Sault Ste. Marie, Ontario

Requisition ID: 223889

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

As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is to provide investment and financial planning advice to meet their unique goals.

Following a comprehensive financial planning framework, your focus will be on investment sales, new client acquisition, and establishing business development opportunities within your assigned market area.

Promote the development and sustainable growth of proprietary investment business by:

• Conducting in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support their financial goals.
• Uncovering client needs and delivering trusted financial advice regarding investments and retirement planning.
• Being self-motivated and goal-oriented when identifying client needs to craft personalized financial strategies.
• Engaging clients, educating them, offering insights, and delivering expert advice.
• Collaborating effectively with peers, clients, and partners.
• Building and maintaining long-term client relationships to ensure a great client experience.

Qualifications for success:

• Experience in financial planning and investment sales preferred.
• Progress towards or completed CIFP designation.
• Accredited mutual funds professional in good standing with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Ability to work independently as a self-motivated entrepreneur.
• Knowledge of market trends, economic conditions, regulatory environment, and competitive offerings.

What’s in it for you?

• Competitive compensation and benefits package tailored to the role.
• Opportunity to make a lasting impact on an assigned client portfolio.
• An inclusive culture valuing employee contributions.
• Commitment to community impact benefiting you and your clients.
• Relocation assistance and competitive incentives available upon approval.

Location(s): Canada : Ontario : Sault Ste Marie

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, families, and communities succeed through a broad range of financial services, including banking, wealth management, and investment banking.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. If you need accommodations during recruitment, please inform our Recruitment team. For technical assistance, click here. Candidates must apply online; only selected candidates will be contacted for an interview.