Elevate financial advisory skills with Scotiabank’s branch network in Winnipeg. As a Financial Planner, you’ll deliver personalized investment advice and deepen client relationships every day.

In this role, you are an integral member of the branch sales team, focused on achieving deposit and investment sales goals. You will conduct detailed reviews for clients, specializing in retirement planning, wealth accumulation, and estate planning. Engage clients by crafting tailored financial strategies while utilizing advanced technology to enhance service delivery.

Key Responsibilities:
• Meet or exceed investment sales targets through client portfolio management
• Conduct in-depth reviews focusing on client's financial goals
• Provide trusted advice for retirement and wealth planning




• Foster strong client relationships through education and expertise
• Utilize technology to streamline financial planning processes

Requirements:
• Preference for financial planning and investment sales experience
• CIFP/CFP designation or equivalent completed
• Mutual Funds Representative certification in good standing
• Knowledge of market trends and economic conditions
• Motivated in a team-oriented team culture

Shape financial futures while contributing to client satisfaction and business growth at Scotiabank in Winnipeg.
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📌 Financial Planner at Scotiabank Winnipeg (Manitoba)
🏢 Scotiabank
📍 Manitoba