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Associate, Scotia Financial Planning - Toronto, ON
mid · Retail & Commercial Banking
Requisition ID: 269036
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Associate, Scotia Financial Planning
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside experienced Financial Planners, you will gain hands-on exposure to the full client relationship lifecycle while building the skills, knowledge, and confidence required to succeed in wealth management. Through mentorship, practical experience, and structured learning, you will develop expertise in financial planning, client engagement, business development, and practice management.
In this role, you will actively support the growth of a financial planning practice by strengthening client relationships, identifying opportunities to deepen existing connections, and contributing to business development activities. This is an exciting opportunity for individuals who are motivated to learn, passionate about helping clients achieve their financial goals, and eager to build a long-term career within an industry-leading financial planning team.
Is this role right for you? In this role, you will:
Learn and master the skills to support the development and sustainable growth of financial planning and wealth management business opportunities by:
- Developing and implementing a structured business development strategy.
- Developing strategic sales plans for prospects and existing clients.
- Conducting outbound communications and cold-calling to prospects to remain top of mind for future business opportunities.
- Providing clients with an initial review of their existing financial plan or creating a new financial plan.
- Conducting complimentary needs analyses across several financial statements, including competitor statements.
- Conducting market research to understand market trends.
- Building and maintaining a market profile in the assigned market area.
- Participating in local professional and community events and associations to develop your network.
- Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
- Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
- Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners.
- Facilitating a culture of open and honest communication by actively participating in and contributing to one-on-one touch bases and meetings with team members.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- Post-secondary education in Business or a related field.
- Mutual Fund License.
- Financial Planning designation (PFP®) or Certified Financial Planner (CFP®) designation in progress.
- Highly effective verbal and written communication skills.
- The ability to work independently as a self-motivated professional.
- An understanding of the Brokerage, Wealth Management, and Online Brokerage environments.
- A valid driver's license and access to a vehicle to travel and meet clients and prospects within the designated district.
- A second language is an asset depending on target markets.
What's in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The opportunity to learn directly from experienced Financial Planners and wealth management professionals.
- 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 exceptional client experience.
- A work culture that promotes diversity, respect, and inclusion.
- Opportunities for ongoing learning, career development, and advancement within Scotia Financial Planning.
Location(s): Canada : Ontario : Toronto
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.