Launch your financial planning career with Scotiabank at the Garden City Shopping Center in Winnipeg. As an Investment Planner, you’ll offer expert guidance on wealth management and client relationship building.

As part of the retail branch network, you will work collaboratively to meet and exceed investment goals, enhancing client satisfaction. This role involves conducting financial reviews, developing estate and retirement plans, and delivering tailored advice based on client needs. You will also leverage advanced financial tools to improve service efficiencies.

Key Responsibilities:



• Achieve investment sales goals through client relationship management • Conduct detailed financial reviews and present comprehensive plans • Provide knowledgeable advice for client investment strategies • Educate clients on products and market conditions • Optimize planning processes with technology tools

Requirements: • Proven experience in financial planning and investment sales is advantageous • Completion of CIFP/CFP designation or a recognized equivalent • Licensed Mutual Funds Representative in good standing • Familiarity with market trends and economic conditions • Solid motivation in a results-driven environment

Support client financial success while growing your career at Scotiabank in Winnipeg.

📌 Investment and Retirement Planner Scotiabank (Winnipeg)
🏢 Scotiabank
📍 Winnipeg