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ScotiabankSC

Financial Planner, Scotia Financial Planning - Fort St.John

Scotiabank is a Canadian multinational banking and financial services company, offering personal and commercial banking, wealth management, and corporate and investment banking services to over 25 million customers globally.

Scotiabank

Employee count: 5000+

Canada only

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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.

Requirements

  • 3 years of experience in financial planning and investment sales
  • Mutual funds certified professional
  • Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation
  • Proven networking, client acquisition and interpersonal skills
  • Goal oriented and entrepreneurial
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment

Benefits

  • An entrepreneurial culture with the freedom to develop your career
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient
  • A compensation structure that rewards growing and maintaining your client base
  • Access to leading-edge resources to support your growth
  • The ability to build long-lasting client relationships through exceptional advice and service
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience
  • A work culture that promotes diversity, respect, and inclusion

About the job

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Posted on

Job type

Full Time

Experience level

Location requirements

Hiring timezones

Canada +/- 0 hours

About Scotiabank

Learn more about Scotiabank and their company culture.

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Scotiabank is a leading financial services provider in the Americas, dedicated to helping customers, their families, and their communities achieve success through a broad range of advice, products, and services. Our customers are at the heart of everything we do, and we strive to be their most trusted financial partner. We understand that navigating the complexities of personal and commercial banking, wealth management, and corporate and investment banking can be challenging. That's why we focus on delivering clear, tailored advice and innovative solutions to meet their diverse financial needs. Whether it's individuals looking to manage their day-to-day finances, save for the future, or make significant life purchases, or businesses aiming to grow, expand into new markets, or manage their capital effectively, Scotiabank is committed to providing the support and expertise required for their financial well-being and prosperity.

Our approach is centered on earning primary client relationships by leading with advice and following with comprehensive solutions. We are continuously working to create consistently high-quality experiences across all our channels, making it easier for our clients to bank with us. This involves simplifying access to our products and services and investing in technology to enhance digital experiences. For our business clients, from small enterprises to large corporations, we offer a suite of services designed to support their growth and operational efficiency. This includes corporate lending, capital markets access, and specialized financial advisory. We also recognize the critical importance of the global transition to a net-zero economy and are committed to supporting our clients in this journey through our differentiated footprint and expertise. Our dedication extends to the communities we serve, where we aim to make a positive impact through various initiatives and support programs, reflecting our purpose: 'for every future'.

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Scotiabank

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