Virtual Financial Planner, Scotia Financial Planning- Opportunities in Alberta

Scotiabank; Calgary; Remote; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Marketing support

Mobile technology

CRM access

Scotia Global Asset Management access

Diversity and inclusion

Job summary

Scotiabank in Alberta is seeking a Financial Planner to develop and deepen client relationships by delivering high-quality investment and financial planning advice to the mass affluent market. You’ll leverage your external networks and centres of influence to grow a practice, with flexibility to meet clients outside the office.

You will drive investment sales within a comprehensive planning framework, build business opportunities, and participate in local events to expand your network.

Qualifications

• 3 years of experience in financial planning and investment sales.
• MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.

Responsibilities

• Develop and deepen client relationships by providing client-centric investment solutions within a financial planning framework.
• Promote business development plans and identify opportunities within the mass affluent market.
• Participate in local professional events and community engagements to grow the network and referrals.

Skills

Financial planning

MFDA licensing

PFP designation

CFP designation

Networking

Entrepreneurial mindset

Market knowledge

Driver's license

Job description

Requisition ID: 275016

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

Various Virtual Financial Planner opportunities available in the Province of Alberta

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!

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:

• 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

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.
• Your 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‑standing 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 : Alberta : Calgary