Elevate client relationships as a Financial Planner with Scotiabank in Fort McMurray, Alberta. Focus on high-quality investment and financial planning advice tailored for the mass affluent market.

Scotiabank seeks Financial Planners to deepen client relationships and drive investment sales. In this role, you will leverage your networking skills and entrepreneurial mindset to establish business opportunities in your market. Deliver exceptional client-centric investment solutions while adhering to compliance and regulatory standards.

Key Responsibilities:

- Execute business development plans with prospects and existing clients
- Provide tailored financial planning solutions to clients
- Participate in qualified and community events for networking




- Conduct proactive outreach to expand business opportunities
- Maintain a market profile and develop community seminars

Requirements:

- 3 years of experience in financial planning and investment sales
- Mutual Funds Certified Professional certification
- Completed Personal Financial Planning and/or CFP designation
- Proven networking and client acquisition skills
- Valid driver's license and access to a vehicle

Join a purpose-driven team committed to results and client success.

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📌 Financial Planner for Scotiabank (Calgary)
🏢 Scotiabank
📍 Calgary