Back to jobs

Financial Planner, Scotia Financial Planning

Scotiabank

Powell River, BC Hybrid Full-time

Posted 2026-05-24

Check Your Fit Before You Apply

  • ✓ Fit score for this exact role
  • ✓ Call blockers — why you and what disqualifies you
  • ✓ Tailored resume PDF for this exact role
  • ✓ Skills gap & quick wins
  • ✓ Interview prep questions
Sign In to Analyze & Apply

New users get free credits on signup

Job Description

ROLE OVERVIEW

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. 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.

KEY RESPONSIBILITIES

•Business Development: Executing on business development plans for prospects and existing clients within 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 framework, 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 develop 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.

REQUIRED QUALIFICATIONS

•3 years of experience in financial planning and investment sales.
•Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
•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).
•Goal oriented and entrepreneurial. Ability to 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.
•Valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

WHAT WE OFFER

•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, 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.

ADDITIONAL INFORMATION

•This role features a compensation structure of base plus variable pay.
•This is a mobile role and will require frequent travel.
•Requisition ID: 259915

Job listing disclaimer: Positions listed here are sourced from third-party job boards, employer sites, and partner feeds. GetThisJob does not verify the accuracy, completeness, or current availability of any listing. We are not a recruitment agency and have no affiliation with the employers shown. Always confirm details directly with the employer before applying. Listings may expire or be filled without notice.