Financial Planner
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 develop and deepen client relationships in the mass affluent market by providing investment and financial planning advice. You execute business development plans, acquire new clients, conduct needs analyses, implement investment solutions, communicate proactively with prospects, participate in community events and seminars, expand your professional network, and manage local marketing activities.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certification
- MFDA licensing in good standing
- Investments Funds in Canada or Canadian Securities Course
- Personal Financial Planning designation or Certified Financial Planner designation
- Networking skills
- Client acquisition skills
- Interpersonal skills
- Centres of Influence experience
- Knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
- Valid driver's license
- 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 through financial planning
- Conduct outbound communications and proactive calls to prospects
- Conduct complimentary 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
- Follow sales principles, compliance requirements, and regulations
Benefits
- Flexible hours
- Ability to meet clients outside the office
- Dedicated marketing support
- Mobile technology
- CRM software
- Portfolio software
- Financial planning software
