Financial planner – Downtown Toronto
Scotiabank based in Toronto, ON is inviting applications from suitable candidates for the position of Financial planner. Scotiabank one of largest banks, offers a wide range of financial services including personal and commercial banking, wealth management, and investment solutions. It operates through an extensive network of branches and digital platforms. Scotiabank plays a significant role as most international bank, serving millions of customers worldwide. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Scotiabank
Position: Financial planner – Downtown Toronto
No of Vacancies: 3
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full time
Location: Toronto, ON, CA
Job ID: 210892
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have a minimum of 3 years of experience in financial planning and investment sales
Physical Requirements:
- The candidates should be able to operate effectively in a fast-paced, flexible work environment, setting their own hours and meeting clients at their convenience
- The candidates should appreciate a compensation structure that rewards both growth and client base maintenance
- The candidates should be comfortable using leading-edge resources such as dedicated marketing support, mobile technology, CRM systems, and portfolio and financial planning software
- The candidates should be committed to building long-lasting client relationships through exceptional advice and service
Other Requirements:
- The candidates should be mutual funds certified professionals with current accreditation and in good standing with MFDA licensing requirements (Investment Funds in Canada or Canadian Securities Course)
- The candidates should have successfully completed a Personal Financial Planning (PFP) designation and a Certified Financial Planner (CFP) designation
- The candidates should have proven networking, client acquisition, and interpersonal skills, including experience building and maintaining Centres of Influence (COIs)
- The candidates should be goal-oriented and entrepreneurial, capable of working independently as self-motivated professionals with minimal supervision and collaboratively as part of a team
- The candidates should possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
- The candidates should have a valid driver’s license and access to a vehicle to meet clients and prospects within the designated district
- The candidates should be prepared to thrive in an entrepreneurial culture that offers career development opportunities
- The candidates should be able to provide excellent client experiences without requiring branch visits, value partnerships with branch networks and Scotia Global Asset Management to enhance the client experience, embrace a work culture that promotes diversity, respect, and inclusion
Responsibilities:
- The candidates should be able to execute business development plans for both prospects and existing clients within the mass affluent market
- The candidates should be able to identify investment business development opportunities and implement investment solutions or refer to appropriate partners
- The candidates should be able to provide client-centric investment solutions using a financial planning framework aligned with Global Sales Principles
- The candidates should be able to conduct outbound communications and proactive calls to prospects to remain top-of-mind for future business opportunities
- The candidates should be able to conduct complimentary needs analysis, including reviewing multiple financial statements and competitor statements
- The candidates should be able to actively participate in local professional and community events and associations to build and expand their network
- The candidates should be able to identify opportunities to deliver community information sessions and financial seminars to attract and grow prospects
- The candidates should be able to build and maintain a strong market profile within their assigned market area
- The candidates should be able to network effectively with investment industry specialists while managing a small budget for independent, marketing-based activities
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!