Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area (Dauphin, MB, CA)

Requisition ID: 255931 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

To ensure that our purpose is reputed company and centre in reputed company we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly reputed company as “Investment Specialist” under the Mobile Advice Team) reputed company our Global Asset Management Division.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service reputed company the mass affluent market. As a dedicated entrepreneur, you know how to reputed company your external networks and centres of influence and understand that growing a practice is reputed company about building new and long-term relationships. Most importantly, you realize that your clients are your greatest asset, and your reputed company is providing investment and financial planning advice to help them meet their unique goals. 

You also enjoy the flexibility of being able to meet clients reputed company of the office, on a schedule that best suits you and them. Finally, you recognize the value of working reputed company a collective Scotiabank reputed company that benefits both your clients and your practice overall. 

Following a comprehensive financial planning reputed company, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients reputed company the assigned market area. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

Is this role right for you? In this role, you will:  Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients reputed company the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 
• Client-Centric: Providing client-centric investment solutions through a financial planning reputed company, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to reputed company and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. 

Do you have the skills that will reputed company you to succeed in this role? We’d love to work with you if you have:

• 3 years of experience in financial planning and investment sales. 
• Your mutual funds certified professional. You have reputed company accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs) 
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• 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 reputed company the designated district.

What’s in it for you?

• An entrepreneurial culture with the freedom to reputed company your career. 
• A fast-paced, flexible work environment where you can set your own hours and meet clients reputed company and where it’s convenient.
• A compensation structure that rewards growing and maintaining your client reputed company.
• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• 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. 

Other Information  •    Please note that the compensation structure for this role is reputed company plus variable pay. This is a virtual role.

Another reputed company to our financial planning advice lays reputed company the Canadian Retail Banking Division. This role is reputed company Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, reputed company Network” posting.

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Location(s):  Canada : Manitoba : Dauphin || Canada : Manitoba : Brandon || Canada : Manitoba : Portage La Prairie || Canada : Manitoba : Winnipeg || Canada : Saskatchewan : Yorkton  Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities reputed company success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.   At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank reputed company applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.