Kingston, Ontario, Canada · On-site
Requisition ID: 255595 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fin…
Skills: Financial Planning, Investment Sales, Client Acquisition, Business Development, Networking
Toronto, Ontario, Canada · Hybrid
Requisition ID: 259522 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. POSITION SUMMARY Global Finance creates customer and shareholder value by providing financial …
Skills: Financial Reporting, Financial Analysis, Profit & Loss, Balance Sheet, Statutory Reporting
New York, New York, United States · On-site
$155k–$225k/yr
Requisition ID: 264617 Salary Range: 155,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’…
Skills: CMBS, RMBS, ABS, CLO, Repo Trading
Toronto, Ontario, Canada · On-site
Please note, this is a temporary full-time role that will go until end of October 2027. The Senior Analyst, Global Payroll & Time Solutions plays a key role in supporting the stability, enhancement, and continuous improv…
Skills: Global Payroll Operations, SAP Employee Central Payroll, User Acceptance Testing (UAT), Payroll System Implementation, Data Analysis
Toronto, Ontario, Canada · Hybrid
Requisition ID: 264262 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Transaction Banking Global Transaction Banking (GTB) is the payments and transaction en…
Skills: Fraud Technical Support, Bilingual French, Cash Management Products, Technical Troubleshooting, Risk Mitigation
Toronto, Ontario, Canada · Hybrid
Requisition ID: 264262 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Transaction Banking Global Transaction Banking (GTB) is the payments and transaction en…
Skills: Fraud Technical Support, Cash Management Products, Troubleshooting, Risk Mitigation, Incident Analysis
Maple Ridge, British Columbia, Canada · On-site
Requisition ID: 264623 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role The Branch Manager Development Program is designed for ambitious leaders who ar…
Skills: People Management, Personal Banking, Small Business Banking, Sales Management, Relationship Building
Bogota, Bogota D.C., Colombia · Hybrid
ID de la solicitud: 264237 Programa de Referido de Empleados – Probable Pago: $0.00 Estamos comprometidos a invertir en nuestros colaboradores y ayudarles a continuar su carrera profesional en ScotiaGBS Purpose Contribut…
Skills: PeopleSoft AP, SharePoint, Power BI, Advanced Excel, Microsoft Copilot
North Vancouver, British Columbia, Canada · On-site
Requisition ID: 264593 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Header The Branch Manager Development Program is designed for ambitious leaders who are ready …
Skills: People Management, Personal Banking, Small Business Banking, Sales Management, Relationship Building
Chiautempan, Tlaxcala, Mexico · On-site
ID de la solicitud: 264600 Únase a un equipo ganador con un propósito claro, comprometido con el logro de resultados en una cultura inclusiva y de alto desempeño. Postúlate y Di #Hola a un mundo de posibilidades en el me…
Skills: Financial Product Sales, Portfolio Management, Business Development, Customer Relationship Management, Customer Service
Apodaca, Nuevo León, Mexico · On-site
Estamos comprometidos en continuar invirtiendo en nuestros empleados y ayudarte a continuar desarrollando tu línea de carrera en Scotiabank. Responsabilidades • Promover una cultura centrada en el cliente a fin de profun…
Skills: Customer Service, Cash Handling, Banking Operations, Client Relationship Management, Results Orientation
Nuevo Laredo, Tamaulipas, Mexico · On-site
Estamos comprometidos en continuar invirtiendo en nuestros empleados y ayudarte a continuar desarrollando tu línea de carrera en Scotiabank. Responsabilidades •Como miembro del equipo de ventas de una Sucursal, tiene la …
Skills: Financial Advisory, Sales Promotion, Customer Relationship Management, Financial Product Sales, Client Portfolio Management
Matamoros, Tamaulipas, Mexico · On-site
Estamos comprometidos en continuar invirtiendo en nuestros empleados y ayudarte a continuar desarrollando tu línea de carrera en Scotiabank. Responsabilidades •Gestionar a todos los clientes de su cartera, generar relaci…
Skills: Financial Advisory, Portfolio Management, Premium Client Relations, Sales Strategy, Business Development
Municipio de Puebla, Puebla, Mexico · On-site
ID de la solicitud: 264380 Únase a un equipo ganador con un propósito claro, comprometido con el logro de resultados en una cultura inclusiva y de alto desempeño. Postúlate y Di #Hola a un mundo de posibilidades en el me…
Skills: Financial Product Sales, Portfolio Management, Business Development, Customer Relationship Management, Customer Service
Bogota, Bogota D.C., Colombia · On-site
Requisition ID: 263610 Thanks for your interest in ScotiaGBS, the best campus in Bogota. Join a purpose driven winning team, committed to results, in an inclusive and high-performing environment. Purpose The Training Spe…
Skills: Training Delivery, Resource Management, E-learning Methodologies, Gamification, Digital Content Design
New York, New York, United States · On-site
$120k–$130k/yr
Requisition ID: 264693 Salary Range: 120,000.00 - 130,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’…
Skills: Financial Modeling, Financial Statement Analysis, Client Presentations, Transaction Structuring, Quantitative Analysis
Calgary, Alberta, Canada · On-site
Requisition ID: 264753 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **12 month contract opportunity. The Credit Solutions Associate (CSA) provides the Client Rela…
Skills: Credit Analysis, Financial Statement Analysis, Risk Management, Credit Underwriting, Portfolio Monitoring
Montreal, Quebec, Canada · On-site
Requisition ID: 264527 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and abl…
Skills: Financial Sales, Financial Planning, Customer Relationship Management, Mutual Funds Sales, Financial Advice
Montreal, Quebec, Canada · On-site
Numéro de la demande: 264527 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. À propos du role En tant que conseiller des services bancaires, votr…
Skills: Financial Planning, Sales Management, Customer Relationship Management, Financial Advising, Wealth Management
Toronto, Ontario, Canada · On-site
Requisition ID: 264607 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Scotia iTRADE in Canada ensuring specific in…
Skills: Portfolio Performance Management, Financial Forecasting, Business Performance Analysis, Data Analysis, Strategic Planning
Kingston, Ontario, Canada • On-site
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Develop and deepen client relationships within the mass affluent market by providing high-quality investment and financial planning advice. Drive investment sales and new client acquisition through business development plans and community networking.
Requires 3 years of experience in financial planning and investment sales with MFDA licensing and a PFP or CFP designation. Must possess a valid driver's license and vehicle for frequent travel within the assigned district.
Requisition ID: 255595
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within 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 within the mass affluent market. As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. Most importantly, you realize that your clients are your greatest asset, and your priority 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 outside of the office, on a schedule that best suits you and them. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, 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 within 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:
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
What’s in it for you?
Other Information
• Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network” posting.
#financialplanner
Location(s): Canada : Ontario : Kingston
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve 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 all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
