Make a significant impact as an Investment Advisor at Scotiabank's Winnipeg branch, focusing on financial planning and client relationship management. Drive success in an inclusive team environment.

In this role as a Financial Planner, also known as Financial Advisor, Investment and Retirement Planning (FAIR), you will collaborate with branch partners to achieve sales targets through effective management of your client portfolio. Your role emphasizes conducting reviews and offering personalized investment strategies to support clients’ financial goals. Scotiabank encourages a proactive approach to client engagement and success.

Key Responsibilities:



• Deepen investment relationships for assigned client portfolios • Conduct detailed financial reviews and planning sessions • Offer tailored financial solutions and advice to clients • Leverage technology for productive client communications • Aim for balanced client satisfaction and business growth

Requirements: • Preferred experience in financial planning and sales • Completed CIFP/CFP or relevant banking certification • Up-to-date Mutual Funds Representative certification • Knowledgeable about economic conditions and market trends • Exceptional communication and relationship-building abilities

Advance your financial advisory career as an Investment Advisor at Scotiabank in Winnipeg. #J-18808-Ljbffr

📌 Investment Advisor - Scotiabank Winnipeg Branch
🏢 Scotiabank
📍 Winnipeg