Financial Planner

1 month ago

Scarborough, North Yorkshire, United Kingdom Scotiabank Full time
Unlock Your Potential as an Investment Specialist

At Scotiabank, we're committed to helping our customers achieve their financial goals. As an Investment Specialist, you'll play a key role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:
  • Business Development: Identify and pursue new business opportunities, leveraging your expertise and network to drive sales and revenue growth.
  • Client Relationships: Build and maintain strong relationships with clients, providing personalized advice and guidance to help them achieve their financial objectives.
  • Market Knowledge: Stay up-to-date on market trends, economic conditions, and regulatory requirements, applying this knowledge to inform your investment decisions and recommendations.
Requirements:
  • Experience: 3+ years of experience in financial planning and investment sales, with a strong track record of success.
  • Accreditation: Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Designations: Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
  • Skills: Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
What We Offer:
  • Compensation: A competitive compensation structure that rewards growing and maintaining your client base.
  • Resources: Access to leading-edge resources, including dedicated marketing support, powerful mobile technology, and leading CRM, portfolio, and financial planning software.
  • Culture: A work culture that promotes diversity, respect, and inclusion, with a focus on employee well-being and development.

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