Financial planner – Innisfil
Scotiabank based in Innisfil, ON is inviting applications from suitable candidates for the position of Financial planner. Scotiabank one of largest banks, operates globally with a strong focus. It offers a wide range of services including personal banking, wealth management, and corporate investment solutions. Its diversified approach and global reach make it a key player in international banking markets. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Home-care worker
Job Description:
Employer Name: Scotiabank
Position: Financial planner – Innisfil
No of Vacancies: 3
Salary: Salary is not mentioned, $35.00 – $40.00 hourly estimated salary
Employment Type: Full time
Location: Innisfil, ON, CA
Requisition ID: 210901
Requirements:
Languages: Candidates must have knowledge of the English Language
Education:Â Candidates should have successfully completed a Personal Financial Planning (PFP) designation and a Certified Financial Planner (CFP) designation
Experience: Candidates should have 3 years of experience in financial planning and investment sales
Physical Requirements:
- The candidates should be goal-oriented and entrepreneurial, able to work independently as self-motivated entrepreneurs with minimal supervision and as part of a larger team
- The candidates should have extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
Other Requirements:
- The candidates should be mutual funds certified professionals with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course)
- The candidates should have proven networking, client acquisition, and interpersonal skills, with experience building and maintaining Centres of Influence (COIs)
- The candidates should have a valid driver’s license and access to a vehicle to meet clients and prospects within the designated district
Responsibilities:
- The candidates should be able to execute business development plans for prospects and existing clients within the mass affluent market
- The candidates should be able to identify additional investment business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners
- The candidates should be able to provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles
- The candidates should be able to conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities
- The candidates should be able to conduct complimentary needs analysis across several financial statements, including competitor statements
- The candidates should be able to participate actively in local professional and community events and associations to develop and expand their network
- The candidates should be able to identify opportunities to deliver community information sessions and financial seminars to grow prospects
- The candidates should be able to build and maintain a market profile in the assigned market area
- The candidates should be able to network 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!