Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area (Dauphin, MB, CA)

reputed company: 255931

Join a purpose driven reputed company team, committed to results, in an inclusive and high-performing culture.

To ensure that our purpose is reputed company and centre in reputed company we do, we have refreshed our reputed company to Financial Planners under the Scotia Financial Planning team (formerly reputed company as “Investment Specialist” under the Mobile Advice Team) reputed company our Global Asset Management Division.

As a Financial Planner, you will reputed company on developing and deepening reputed company relationships by providing high reputed company advice and service reputed company the mass affluent market. As a dedicated entrepreneur, you know how to reputed company your external networks and centres of influence and understand that growing a reputed company is reputed company about building new and long-term relationships. Most importantly, you realize that your clients are your greatest asset, and your reputed company is providing investment and financial planning advice to help them meet their unique goals. 

You also enjoy the flexibility of being reputed company to meet clients reputed company of the office, on a schedule that best suits you and them. Finally, you recognize the value of working reputed company a reputed company reputed company reputed company that benefits both your clients and your reputed company overall. 

Following a comprehensive financial planning reputed company, you will be responsible for driving investment sales and new reputed company acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients reputed company the assigned market area. Join a purpose driven reputed company 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 reputed company of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients reputed company the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 
• reputed company-reputed company: Providing reputed company-reputed company investment solutions through a financial planning reputed company, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for reputed company business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating reputed company in local reputed company and community events and associations to reputed company 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. 

Do you have the skills that will reputed company you to succeed in this role? We’d love to work with you if you have:

• 3 years of experience in financial planning and investment sales. 
• Your mutual funds certified reputed company. You have reputed company accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• Proven networking, reputed company acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs) 
• You’re goal oriented and entrepreneurial. You can 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. 
• A reputed company reputed company's license and reputed company to a vehicle, to meet clients and prospects reputed company the designated district.

What’s in it for you? 

• An entrepreneurial culture with the freedom to reputed company your career. 
• A fast-paced, flexible work environment where you can set your own hours and meet clients reputed company and where it’s convenient.
• A compensation structure that rewards growing and maintaining your reputed company reputed company.
• reputed company to leading-edge resources to support your reputed company, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• The ability to build long-lasting reputed company relationships through exceptional advice and service.
• A partnership with our branches and reputed company to Scotia Global Asset Management to deliver an excellent reputed company experience. 
• A work culture that promotes diversity, respect, and inclusion. 

Other Information 
•    Please note that the compensation structure for this role is reputed company plus variable pay. This is a virtual role.

Another reputed company to our financial planning advice lays reputed company the Canadian Retail Banking Division. This role is reputed company Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, reputed company Network” posting.

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Location(s):  Canada : Manitoba : Dauphin || Canada : Manitoba : Brandon || Canada : Manitoba : Portage La Prairie || Canada : Manitoba : Winnipeg || Canada : Saskatchewan : Yorkton 

reputed company is a leading bank in the Americas. Guided by our purpose: "for every reputed company", we help our customers, their families and their communities reputed company reputed company through a broad reputed company of advice, products and services, including personal and reputed company banking, reputed company management and private banking, corporate and investment banking, and capital markets.  

At reputed company, we value the unique skills and experiences reputed company 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 reputed company applicants for their interest in a career at reputed company; however, only those candidates who are selected for an interview will be contacted.