虚拟财务规划师，加拿大财富规划 - 阿尔伯塔省有职位机会
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Alberta (
职位编号：275016
加入一个以目标为导向的优秀团队，在包容且高效的文化中致力于成果。
阿尔伯塔省有多个虚拟财务规划师职位空缺
作为财务规划师，您将专注于在高净值客户市场中通过提供高质量的建议和服务来发展和深化客户关系。作为一名专注的创业者，您懂得如何利用外部网络和影响力中心，并理解拓展业务的关键在于建立新的长期关系。最重要的是，您意识到客户是您最大的资产，您的首要任务是提供投资和财务规划建议，帮助他们实现独特的目标。
您还享受能够根据您和客户最方便的时间安排，在办公室外与客户会面的灵活性。最后，您认识到在苏格兰银行集体框架内工作的价值，这将为您的客户和整个业务带来益处。
按照全面的财务规划框架，您将负责推动投资销售和新客户获取，同时遵守全球销售原则、合规和监管要求。您还将与指定市场区域内的潜在客户和现有客户建立业务发展机会。加入一个以目标为导向的优秀团队，在包容且高效的文化中致力于成果！
这个职位适合您吗？在这个职位中，您将：
通过以下方式促进指定市场区域内部署的投资业务的发展和可持续增长：
- 业务拓展：执行针对高净值客户市场中潜在客户和现有客户的业务拓展计划。识别其他业务拓展机会，并推动投资解决方案的实施和/或转介给合适的合作伙伴。
- 客户导向：通过财务规划框架提供以客户为中心的投资解决方案，符合全球销售原则。进行主动沟通和电话拜访潜在客户，保持未来业务机会的优先地位。对多个财务报表（包括竞争对手的报表）进行免费需求分析。
- 社区参与：积极参与本地专业和社区活动及协会，以拓展您的网络。识别机会
查看英文原文
Requisition ID: 275016
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Various Virtual Financial Planner opportunities available in the Province of Alberta
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:
- 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.
Do you have the skills that will enable 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 professional. You have current 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, client 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 valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
What’s in it for you?
- 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.
Other Information
• Please note that the compensation structure for this role is base plus variable pay. This is a virtual role.
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 : Alberta : Calgary || Canada : Alberta : Airdrie || Canada : Alberta : Chestermere || Canada : Alberta : Edmonton || Canada : Alberta : Fort McMurray || Canada : Alberta : Grande Prairie || Canada : Alberta : Lethbridge || Canada : Alberta : Medicine Hat || Canada : Alberta : Peace River || Canada : Alberta : Red Deer
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.
Originally posted on Himalayas