Financial Management Advisor (Financial Planning)
Scotiabank
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. 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. Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. 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.
3 years of experience in financial planning and investment sales.
- 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 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 fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
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.
This is a mobile role and will require frequent travel.
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.
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