Financial Planner: Flexible Hours & Proactive Investments

Scotiabank; City Of London; Hybrid; GBP 45,000 - 85,000; Full time

Job summary

Scotiabank is seeking a Financial Planner to build and deepen mass affluent client relationships by delivering high-quality investment advice and planning services. You will work across external and internal networks, develop business opportunities, and provide tailored guidance to help clients pursue their financial goals with confidence.

You will also meet clients outside the office on a schedule that suits them, leveraging Scotiabank resources and a collaborative branch network to deliver

Qualifications

• 3-years of experience in financial planning and investment sales.
• You are a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have 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.

Responsibilities

• Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• 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.

Skills

Networking

Client acquisition

Interpersonal skills

Entrepreneurial

Self-motivated

Regulatory knowledge

Driver's license

Education

CIRO licensing (Mutual fund)

PFP designation

CFP designation

Job description

Scotiabank is seeking a Financial Planner to build and deepen mass affluent client relationships by delivering high-quality investment advice and planning services. You will work across external and internal networks, develop business opportunities, and provide tailored guidance to help clients pursue their financial goals with confidence.

You will also meet clients outside the office on a schedule that suits them, leveraging Scotiabank resources and a collaborative branch network to deliver