Financial Planner, Scotia Financial Planning – London, ON (Hyde Park & Fanshawe West)

Overview

As a Financial Planner at Scotiabank, you will develop mass affluent client relationships through tailored investment guidance and planning. You operate as an entrepreneur within a supportive bank framework, building internal and external networks to grow your practice. You’ll meet clients on their terms, provide holistic financial planning, and leverage bank resources to deliver valuable outcomes. This role combines proactive outreach, advisory excellence, and community engagement to drive sustainable growth.

Pay / Benefits

• entrepreneurial culture
• flexible work environment with self-scheduled hours
• base plus variable pay
• dedicated marketing support
• mobile technology
• leading CRM and financial planning software

Responsibilities

• Drive investment sales and new client acquisition while complying with Global Sales Principles and regulatory requirements
• Develop business with prospects and existing clients within the assigned market area
• Provide client-centric investment solutions using a financial planning framework
• Conduct outbound prospecting and needs analysis across financial statements
• Engage in community events and associations to expand your network and generate prospects
• Build and maintain a market profile; collaborate with investment industry specialists
• Manage a small budget for independent marketing activities and COI development
• Collaborate with branch network to ensure access to Scotiabank resources for clients

Key requirements

• 3-years of experience in financial planning and investment sales
• Mutual fund certification with current CIRO licensing (IFs in Canada or CSC)
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation
• Proven networking and client acquisition skills; experience building Centres of Influence (COIs)
• Entrepreneurial, goal-oriented, able to work independently and within a team
• Knowledge of market trends, regulatory environment, and competitive offerings
• Valid driver’s license and access to a vehicle

• Interpersonal skills
• Goal-oriented and entrepreneurial mindset
• Self-motivation and independence
• CRM usage
• Portfolio and financial planning software
• Knowledge of investment products and planning frameworks

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