Elevate your career as a Financial Planner at Scotiabank in Calgary. Utilize your investment and retirement planning skills to grow client relationships and exceed sales targets.

As a Financial Advisor focused on Investment and Retirement Planning, you'll join the Scotiabank retail team. Your role involves establishing and deepening relationships while meeting precise investment goals. Collaborate with branch partners and utilize advanced tools to foster a superior client experience and achieve business growth.

Key Responsibilities:



• Conduct in-depth client reviews and financial planning • Deliver trusted financial advice on investments • Craft personalized financial strategies and solutions • Foster solid client engagement and education • Leverage technology for efficient planning processes

Requirements: • Experience in financial planning and investment sales preferred • CIFP/CFP designation or equivalent certification • Mutual Funds Representative certification in good standing • Knowledge of market trends and economic conditions • Collaborative mindset in a results-driven culture

Bring your expertise to Scotiabank’s dynamic environment and support clients' financial success in Calgary. #J-18808-Ljbffr

📌 Financial Planner at Scotiabank Calgary (Winnipeg)
🏢 Scotiabank
📍 Winnipeg