Join Scotiabank in Winnipeg as a Retail Financial Advisor, enriching client investment experiences and driving portfolio success. Utilize your investment planning skills in a supportive environment.

As a Financial Planner within Scotiabank's Retail Branch Network, you will play a vital role in meeting client needs through personalized financial strategies. This position, also known as Financial Advisor, Investment and Retirement Planning (FAIR), focuses on building relationships while exceeding sales goals. Your contributions will enhance clients' financial well-being and drive growth within the branch.

Key Responsibilities:



• Establish and grow investment relationships with clients • Conduct comprehensive financial reviews and planning • Provide expert insights on investments and banking services • Foster a team-oriented approach to client service • Use technology to streamline financial planning processes

Requirements: • Experience in financial planning and investment sales preferred • CIFP/CFP designation or bank-recognized equivalent • Certification as Mutual Funds Representative in positive standing • Knowledge of regulatory landscape and market trends • Solid relationship management and communication skills

Enhance your impact and career potential as a Retail Financial Advisor with Scotiabank in Winnipeg. #J-18808-Ljbffr

📌 Retail Financial Advisor In Winnipeg
🏢 Scotiabank
📍 Winnipeg