远程财务规划师，Scotia财务规划 - 东北艾伯塔省（寒冷地带）
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta (Cold
要求 ID: 255928加入一个以目的为导向的获胜团队，致力于结果，在包容性和高绩效文化中。为了确保我们的目标是我们所做的一切事物的前沿和中心，我们将自己的名字更新到斯科西亚金融规划团队 （以前被称为"移动咨询团队下的投资专家"）在全球资产管理部门内的财务计划师。作为一名财务策划员，你将通过提供大量富裕市场内高质量建议和服务来发展和深化客户关系。作为一个专业的企业家，你知道如何利用外部网络和影响中心，并了解培养实践是建立新的长期关系。最重要的是，你意识到你的客户是你的最大资产，而你的优先事项是提供投资和财务规划建议来帮助他们实现独特目标。你也享受在办公室之外可以满足客户的灵活性，以适合你和他们的时间表。最后，你认识到在集体斯科蒂银行框架内工作的价值，这对你的客户和整个实践都有好处。根据全面的财务规划框架，你将负责推动投资销售和新客户收购，同时遵守全球销售原则，合规和监管要求。你还将在分配市场区域内与前景和客户建立业务发展机会。加入一个致力于结果的目标驱动的赢家团队，以包容性和高绩效文化！这项角色是适合你吗？在这个职位中，你将：通过：· 促进专有投资业务在指定市场地区的开发和可持续增长：执行对大众富裕市场中前景和现有客户的业务发展计划。确定额外的业务开发机会，并促进投资解决方案的实施和/或向适当合作伙伴转让。· 客户中心：通过财务规划框架提供以客户为中心的投资解决办法，符合全球销售原则。进行出口通信和积极呼吁前景保持未来商业机遇的头脑。在多个财务报表中进行补充需求分析，包括竞争对手声明
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Requisition ID: 255928
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division.
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 : Cold Lake || Canada : Alberta : Athabasca || Canada : Alberta : Bonnyville || Canada : Alberta : Edmonton || Canada : Alberta : Lloydminster
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