(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West

Overview

This role focuses on developing and deepening mass affluent client relationships by providing high-quality investment and financial planning advice and service. Responsibilities include proactive outreach to external prospects, engaging existing clients who may have limited interaction, and building long-term client relationships.

Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.
• Execute business development plans for mass affluent prospects and existing clients in the assigned market area.
• Identify additional business development opportunities and facilitate implementation of investment solutions and/or referral to appropriate partners.
• Provide client-centric investment solutions through a financial planning framework aligned with Global Sales Principles.
• Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
• Perform complimentary needs analysis across several financial statements, including competitor statements.
• Engage with external clients through proactive outreach and meaningful conversations tailored to their financial journey.
• Deepen existing client relationships by identifying and engaging clients who may have limited interaction.
• Build and maintain internal partnerships across the branch network to support seamless access to relevant resources for client interactions.
• Participate actively in local professional and community events and associations.
• Identify opportunities to deliver community information sessions and financial seminars to develop and expand your network and prospects.
• Build and maintain a market profile in the assigned market area.
• Network with investment industry specialists while managing a small budget for independent marketing-based activities.
• Meet clients and prospects outside the office as needed, on a flexible schedule.

Requirements

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Proven networking, client acquisition, and interpersonal skills.
• Experience building and maintaining Centres of Influence (COIs).
• Goal-oriented and entrepreneurial; ability to work independently 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 within the designated district.
• In addition to French, the successful candidate must also have sufficient knowledge of English.

Location

Canada: Quebec: Dollard-des-ormeaux || Canada: Quebec: Baie-d'urfe || Canada: Quebec: Beaconsfield || Canada: Quebec: Kirkland || Canada: Quebec: Lachine

Compensation & Benefits

• Base plus variable pay.
• Entrepreneurial, fast-paced, and flexible work environment.
• Compensation structure designed to reward growing and maintaining a client base.
• Access to resources to support growth, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
• Partnership with retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• Work culture promoting diversity, respect, and inclusion.

Additional Information

• This is a mobile role requiring frequent travel.
• The work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people (including clients) who speak English, locally and elsewhere.