Pursue a fulfilling career as a Financial Planner with Scotiabank, offering specialized investment solutions to clients in Alberta. This role provides a adaptable, virtual work setting tailored to your schedule. You will be responsible for business development within the mass affluent market, crafting personalized investment strategies and performing needs analysis.

Your active participation in community events and networking will enhance your market presence and client acquisition efforts. Key Responsibilities:
Develop business plans for client engagement and solutions
Facilitate investment strategies according to client objectives
Conduct financial needs analysis across various statements
Participate in community events for networking and outreach
Oversee marketing initiatives within a specified budget Requirements:
3 years of financial planning and sales experience
Certification in mutual funds and MFDA compliant
Completed Personal Financial Planning or CFP accreditation
Excellent networking and client relationship skills
Valid driver's license and vehicle access Join Scotiabank's team and utilize your financial expertise to deliver exceptional client experiences in your local market.

📌 Financial Planner Opportunities With Scotiabank Cold Lake (Canada)
🏢 Scotiabank
📍 Canada