Elevate your financial advising career at Scotiabank's Winnipeg location as a Financial Planner in the Retail Branch Network. Drive investment growth while building meaningful client relationships.
As a Financial Planner, also known as Financial Advisor, Investment and Retirement Planning (FAIR) at Scotiabank, you will collaborate with the branch sales team to exceed deposit and investment sales goals. Leverage your financial planning expertise to support clients’ financial objectives through tailored strategies. This role emphasizes client engagement, effective communication, and a commitment to providing exceptional financial advice.
Key Responsibilities:
• Conduct in-depth client reviews on retirement and wealth planning
• Deliver trusted financial advice and solutions for client needs




• Build and maintain meaningful client relationships
• Utilize technology tools for improved client interactions
• Achieve sales targets while ensuring client satisfaction
Requirements:
• Experience in financial planning and investment sales preferred
• Completed CIFP/CFP designation or equivalent
• Certification as Mutual Funds Representative in positive standing
• Knowledge of market trends and regulatory environment
• Effective communication and relationship-building skills
Drive financial success for your clients while enhancing your career with Scotiabank in Winnipeg.
#J-18808-Ljbffr

📌 Financial Planner at Scotiabank Winnipeg
🏢 Scotiabank
📍 Winnipeg