Become a Financial Planner with Scotiabank in Edmonton, Alberta, and leverage your expertise in investment and retirement planning. Build deeper client relationships and achieve sales goals while helping clients secure their financial futures.

As a Financial Advisor within Scotiabank’s retail branch network, you will contribute to the success of the sales team by managing your client portfolio effectively. Your role involves conducting in-depth reviews of client finances, delivering expert advice, and crafting personalized financial strategies that align with client goals. Emphasizing a client-first approach, you’ll educate and engage with clients to foster lasting relationships.

Key Responsibilities:
• Conduct detailed financial reviews for assigned clients




• Deliver insightful retirement and investment planning advice
• Foster strong client engagement and satisfaction
• Utilize technology for streamlined financial planning
• Meet or exceed investment sales goals

Requirements:
• Preferred experience in financial planning and investment sales
• Completion of CIFP/CFP designation or equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulations
• Strong motivation with a collaborative mindset

Drive client satisfaction and business growth in a supportive setting with Scotiabank.
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📌 Financial Planner at Scotiabank, Edmonton (Alberta)
🏢 Scotiabank
📍 Alberta