Shape your future with Scotiabank as a Senior Financial Planner, delivering personalized financial advice in Alberta’s mass affluent market. This mobile role emphasizes client engagement and flexibility.

In this position, you will leverage your financial planning experience to enhance client relationships and drive investment sales. You’ll execute tailored business development plans while ensuring compliance with Global Sales Principles and regulatory standards. Engaging in community events, you will strengthen your qualified network and build a market profile.

Key Responsibilities:
• Identify and implement business development strategies for clients
• Provide in-depth financial solutions aligned with client goals
• Conduct needs analysis and proactive outreach to prospects




• Engage in local events for networking opportunities
• Handle a small budget for community marketing initiatives

Requirements:
• Minimum 3 years of financial planning and investment sales experience
• Current mutual funds certification and licensing in good standing
• Achieved Personal Financial Planning or Certified Financial Planner designation
• Proven ability to create and nurture Centres of Influence
• Valid driver's license and reliable vehicle

Utilize your financial acumen and entrepreneurial mindset to drive client success with Scotiabank in Alberta.
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📌 Senior Financial Planner - Alberta
🏢 Scotiabank
📍 Alberta