Financial Planner, Investment Specialist

3 weeks ago

Scarborough, North Yorkshire, United Kingdom Scotiabank Full time

As a Financial Planner, Investment Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will leverage your external networks and centres of influence to grow your practice, while prioritizing the needs of your clients and providing investment and financial planning advice to help them meet their unique goals.

You will excel at building new relationships and enjoy the flexibility of meeting clients outside of the office, on a schedule that best suits you and your clients. You will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements, and establishing business development opportunities with prospects and clients within the assigned market area.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Business Development: Identify additional investment business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.
  • Community Involvement: Participate actively in local professional and community events and associations to develop and expand your network. Identify opportunities to deliver community information sessions and financial seminars to grow prospects. Build and maintain a market profile in the assigned market area. Network with investment industry specialists while managing a small budget for independent marketing-based activities.

Requirements:

  • 3 years of experience in financial planning and investment sales. Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
  • A work culture that promotes diversity, respect, and inclusion.

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