Financial Planner Scotia Financial Planning London
Scotiabank is an international bank offering personal, business and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets services. Its clients include individuals, businesses, corporations, institutions and investors across Canada, the United States, Mexico, Latin America, Europe and Asia Pacific.
About Scotiabank
Scotiabank, also known as The Bank of Nova Scotia, provides a broad range of financial products and services, including deposit accounts, credit cards, lending, mortgages, insurance, investments, wealth management, private banking, corporate and investment banking, capital markets, foreign exchange, financing, advisory services and transaction banking. The organization serves personal banking customers, small and mid-sized businesses, commercial clients, corporate and institutional clients, and investors through its global network.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will develop and deepen client relationships in the mass affluent market, provide investment and financial planning advice, drive investment sales and client acquisition, build a prospect network, conduct needs analyses and outreach, and participate in professional and community events.
Requirements
- 3 years of experience in financial planning and investment sales
- Current mutual funds certification and MFDA licensing accreditation in good standing
- Personal Financial Planning designation or Certified Financial Planner designation
- Networking, client acquisition, and interpersonal skills
- Experience building and maintaining Centres of Influence
- Knowledge of competitive offerings, market trends, economic conditions, and regulatory requirements
- Valid driver’s license and access to a vehicle
Responsibilities
- Execute business development plans for prospects and existing clients
- Identify business development opportunities
- Implement investment solutions or refer clients to appropriate partners
- Provide client-centric investment solutions using a financial planning framework
- Conduct outbound communications and proactive calls
- Conduct needs analyses across financial statements
- Participate in professional and community events and associations
- Deliver community information sessions and financial seminars
- Build and maintain a market profile
- Network with investment industry specialists
- Manage a budget for independent marketing activities
- Drive investment sales and new client acquisition
Benefits
- Flexible work environment with the ability to set your own hours and meet clients when convenient
- Dedicated marketing support
- Mobile technology
- CRM software
- Portfolio software
- Financial planning software
