Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area

Scotiabank; Dauphin; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

An entrepreneurial culture

Flexible work hours

Compensation structure with variable pay

Leading-edge resources for growth

Job summary

A leading financial institution in Dauphin, Manitoba is seeking a Financial Planner to develop client relationships and provide high-quality financial advice. The ideal candidate should have at least 3 years of experience in financial planning and possess relevant certifications like PFP® or CFP®. This role offers a flexible work environment, competitive compensation, and access to advanced resources to support career growth while promoting a culture of diversity and inclusion.

Qualifications

• Proven relationships in the mass affluent market.
• Extensive knowledge of market trends and regulations.
• Valid driver's license and access to a vehicle.

Responsibilities

• Drive investment sales and new client acquisition.
• Provide client-centric investment solutions.
• Participate in local community events to expand network.

Skills

3 years of experience in financial planning and investment sales

Mutual funds certified professional

Networking and client acquisition skills

Goal oriented and entrepreneurial

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Tools

CRM software

Financial planning software

Job description

Requisition ID: 255931

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

To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division.

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. As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships. 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.

You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area. Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture!

Responsibilities

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

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client‑Centric: Providing client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing‑based activities.

Skills and Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• 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.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver’s license and access to a vehicle, to meet clients and prospects within the designated district.

What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast‑paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
• A compensation structure 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 partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

• Please note that the compensation structure for this role is base plus variable pay. This is a virtual role.

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network posting.”

#financialplanner

Location(s): Canada : Manitoba : Dauphin