Elevate your career as a Financial Planner with Scotiabank, focusing on client relationships and financial advice in the mass affluent market. Enjoy the flexibility to meet clients at their convenience.

As a Financial Planner, you will develop strong client relationships while adhering to a comprehensive financial planning framework. This role includes driving investment sales, acquiring new clients, and initiating business development opportunities in assigned areas. Your proven networking skills will be vital in delivering tailored investment solutions while leveraging Scotiabank's extensive resources.

Key Responsibilities:
• Execute business development plans for prospects and clients
• Deliver client-centric investment solutions through a financial planning framework
• Conduct outbound communications and needs analysis




• Actively participate in community events to expand your network
• Build a market profile and engage in independent marketing activities

Requirements:
• 3 years of experience in financial planning and investment sales
• Mutual funds certification and valuable standing with licensing authorities
• Completion of Personal Financial Planning or Certified Financial Planner designation
• Strong networking and client acquisition skills
• A valid driver's license and access to a vehicle

Leverage your financial expertise and entrepreneurial spirit to build lasting client relationships at Scotiabank.
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📌 Financial Planner at Scotiabank (Alberta)
🏢 Scotiabank
📍 Alberta