Financial Planner | Flexible Hours | Build Your Practice

Scotiabank; Whitehall; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Marketing support

Mobile technology

CRM access

Job summary

Scotiabank is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing high-quality advice and service. You will build and leverage networks to grow your practice, engaging external and internal clients to deliver personalized investment planning.

You will meet clients flexibly, outside the office when needed, and collaborate within the Scotiabank framework to access the bank’s resources for superior client outcomes.

Qualifications

• 3-year of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing requirements.
• Personal Financial Planning (PFP) designation and/or CFP designation.
• Proven networking and COIs development and management.
• Entrepreneurial and goal-oriented with independent work capability.
• Extensive regulatory knowledge and market awareness.
• Valid driver’s license and vehicle to meet clients.

Responsibilities

• Drive investment sales and new client acquisition while adhering to regulatory requirements.
• Establish business development opportunities in the assigned market area.
• Provide client-centric investment solutions through a planning framework.
• Conduct outbound communications to prospects and maintain top-of-mind presence.
• Perform needs analysis across financial statements and competitor benchmarks.
• Engage in community events to expand network and prospect pipeline.
• Build market profile and collaborate with internal partners across branches.
• Network with investment specialists while managing a small marketing budget.

Skills

Networking

Entrepreneurial

Client acquisition

Independence

Education

CFP designation

PFP designation

CIRO licensing

Tools

CRM software

Job description

Scotiabank is seeking a Financial Planner to develop and deepen mass affluent client relationships by providing high-quality advice and service. You will build and leverage networks to grow your practice, engaging external and internal clients to deliver personalized investment planning.

You will meet clients flexibly, outside the office when needed, and collaborate within the Scotiabank framework to access the bank’s resources for superior client outcomes.