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 skilled and community events for networking




Conduct proactive outreach to expand business prospects
Maintain a market profile and develop community seminarsRequirements:
3 years of experience in financial planning and investment sales
Mutual Funds Certified Qualified certification
Completed Personal Financial Planning and/or CFP designation
Proven networking and client acquisition skills
Valid driver's license and access to a vehicleJoin a purpose-driven team committed to results and client success.#J-18808-Ljbffr

📌 Financial Planner For Scotiabank Calgary
🏢 Scotiabank
📍 Calgary