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financial planner

Title posted on CareerBeacon - Financial Planner - Surrey

Posted on April 21, 2025 by Employer details Scotiabank

Job details

Requisition ID: 210881Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an 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 understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. 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 excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. 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 as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. 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. Do you have the skills that will enable you to succeed in this role? -We'd Love To Work With You If You Have: 3 years of experience in financial planning and investment sales. You're a mutual funds certified professional. 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'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 designate