The Financial Planner post helps the customers to understand and find their financial goals and helps to grow and manage their money.They build strong relationships with clients and give them the best service as their heart wants!
Scotiabank is one of the largest banks in the Americas, and is committed to helping customers, families and communities achieve success through banking, wealth management and capital markets services. Our purpose of “for every future” informs everything we do at the Bank.
This company recognizes the need for diversity. It acknowledges the individual experiences of its people so as to provide an environment that is accessible to all. You will work with a team that appreciates working together and giving real client service. You can read further for more information regarding the job.
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Employer details:
Company : ScotiaBank
Location : Canada : Manitoba : Winnipeg, Brandon
Canada : Ontario : Thunder Bay
Canada : Saskatchewan : Regina, Saskatoon
Salary : $63459 per year
Job type :
Start Date : As soon as possible
Benefits: A competitive compensation structure and compensation package, continuous development and support of leaders, practical skill development, clear and transparent criteria for promotion to advance one’s career, recognition and rewards for superior performance, and the possibility for promotions without needing to relocate.
Job Description
- A Financial Planner’s job is to build and strengthen connections with mass-affluent clients through customized financial planning and investment expertise.
- Conduct proactive outreach with new external clients and grow relationships with active clients of Scotiabank.
- Work in partnership with branch partners to deliver the full range of Scotiabank’s financial planning and services.
- Working together with management and co-workers within a branch-centered, growth-oriented culture.
- You will work in an environment that is supportive, inclusive!
Responsibilities
- Develop and grow a portfolio of clients by proactively growing your client base, while expanding relationships with your existing clients.
- Deliver customized retirement planning and investment strategies using Scotiabank’s retirement planning framework.
- Business development, including opportunities identified for referrals and investment solutions.
- Outbound calling, client outreach, and financial needs discovery to generate new opportunities.
- Using community events, social events, and information events to grow your client base.
- Work with your branch partners to the full financial plan, and utilize Scotiabank’s entire resources.
- Ensure all Global Sales Principles, as well as regulatory obligations, are complied with.
Requirements
- A minimum of 3 years of experience in investment sales and financial planning.
- Mutual funds licensing with valid CIRO licensing (IFIC or CSC) .
- Strong networking, client acquisition and relationship building skills .
- Demonstrated ability in relationship building and developing and sustaining Centre of Influence (COIs) .
- Target driven, entrepreneurial mindset and able to work independently .
- Strong familiarity of market trends, competitive offerings, and regulatory framework.
- Valid driver’s license and vehicle access to meet clients.
How to apply?
Click on this link to learn more about the job. If you are interested and eligible for the post, you can apply here.