Elevate your financial advisory career with Scotiabank in Edmonton, Alberta, specializing in investment and retirement planning. Drive client success by building strong relationships and delivering personalized advice.

As a Financial Planner within Scotiabank's retail branch, you will engage with clients to achieve sales goals through comprehensive investment strategies. Your focus will be on enhancing banking relationships, leveraging advanced technology tools, and providing expert financial advice tailored to client needs.

Key Responsibilities:
• Conduct in-depth financial reviews for clients
• Develop personalized retirement and investment strategies
• Foster strong client engagement and satisfaction




• Utilize technology for efficient financial planning
• Grow long-term relationships with existing clients

Requirements:
• Experience in financial planning and investment sales preferred
• CIFP/CFP designation or equivalent completed
• Mutual Funds Representative certification in valuable standing
• Knowledge of market trends and economic conditions
• Motivated in a collaborative team setting

Combine your expertise in financial planning with Scotiabank to empower clients in their financial journeys.
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📌 Financial Planner at Scotiabank Edmonton (Alberta)
🏢 Scotiabank
📍 Alberta