Financial Planner, Scotia Financial Planning

Requisition

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You build and leverage external and internal networks and centres of influence, growing a practice through new and long‑term relationships.

• External clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Internal clients – Deepen relationships with existing Scotiabank clients who have limited interactions with the bank, proactively mining opportunities and building strong internal partnerships.

• Driven by purpose and determination, prioritizing delivery of personalized investment and financial planning advice that empowers clients to achieve their goals with confidence.
• Flexible, able to meet clients outside the office on a schedule that suits both you and them.
• Acknowledge the value of working within Scotiabank’s collective framework that benefits clients and your practice.

• Drive investment sales and new client acquisition, adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Promote development and sustainable growth of proprietary investment business by executing on business development plans for mass affluent prospects and existing clients.
• Provide client‑centric investment solutions through a financial planning framework, conducting outbound communications and proactive calling.
• Participate actively in local professional and community events, delivering information sessions and financial seminars to expand your network and develop prospects.

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
• Holder of a Personal Financial Planning (PFP®) designation and/or Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence.
• Goal‑oriented, entrepreneurial, able to work independently with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Valid driver's license and access to a vehicle for meeting clients within the district.

• An entrepreneurial culture with freedom to develop your career.
• A fast‑paced, flexible work environment where you set your hours and meet clients conveniently.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading‑edge resources: dedicated marketing support, mobile technology, CRM, portfolio and financial planning software.
• The ability to build long‑lasting client relationships through exceptional advice and service.
• A partnership with retail branches and access to Scotia Global Asset Management.
• A work culture that promotes diversity, respect and inclusion.

Compensation structure: base plus variable pay. This is a mobile role and will require frequent travel.

Mid‑Senior level

Full‑time

Finance and Sales

Banking

Canada:
Ontario:
Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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