Financial Planner, Scotia Financial Planning - Maple Ridge, …

Overview Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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. You leverage external networks and centres of influence to grow a practice, building new and long‑term relationships. Your priority is providing investment and financial planning advice to help clients meet their unique goals. You will have flexibility to meet clients outside the office on a schedule that best suits you and them, within the collective Scotiabank framework that benefits both clients and your practice overall.

Responsibilities

Execute business development plans for prospects and existing clients within the mass affluent market; identify additional business development opportunities and facilitate implementation of investment solutions or referrals to partners.

Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles; conduct outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities; conduct complimentary needs analysis across several financialstatements, including competitor statements.

Participate actively in local professional and community events and associations; deliver community information sessions and financial seminars to grow prospects; build and maintain a market profile; network with investment industry specialists while managing a small budget for independent marketing activities.

Qualifications

3 years of experience in financial planning and investment sales.

Mutual funds certified professional with current MFDA or Canadian securities course accreditation.

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.

Goal‑oriented and entrepreneurial; able to work independently with minimal supervision as part of a team.

Extensive knowledge of competitive offerings, market trends, economic conditions and regulatory environment.

Valid driver’s licence and access to a vehicle to meet clients and prospects within the designated district.

Benefits

An entrepreneurial culture with freedom to develop your career.

A fast‑paced, flexible work environment where you set your own hours and meet clients when and where it’s convenient.

A compensation structure rewarding growth and maintenance of your client base.

Access to leading‑edge resources including marketing support, mobile technology, CRM, portfolio and financial planning software.

Ability to build long‑lasting client relationships through exceptional advice and service.

Partnership with branch network and access to Scotia Global Asset Management to deliver an excellent client experience.

A work culture that promotes diversity, respect, and inclusion.

Other Information Compensation structure is base plus variable pay. This is a mobile role that requires frequent travel.

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