Join Scotiabank as a Financial Planner in Edmonton, Alberta, focusing on investment and retirement planning. Enhance customer relationships through tailored financial solutions and insights.

In this role, you'll work as part of the branch sales team, responsible for surpassing investment sales goals while establishing trustful banking relationships. Engage with clients through detailed reviews and personalized plans leveraging financial tools that align with their retirement and wealth accumulation goals.

Key Responsibilities:
• Perform comprehensive reviews of client financial situations
• Exhibit curiosity to meet client needs effectively
• Create customized investment strategies that resonate with goals




• Educate clients and provide trustworthy financial advice
• Target balanced growth through client-focused initiatives

Requirements:
• Preferred background in financial planning roles
• Successful completion of CIFP/CFP designation
• Certified Mutual Funds Representative
• Awareness of competitive offerings in finance
• Team-oriented, results-driven mindset

Utilize your financial advisory expertise at Scotiabank to shape prosperous futures for clients in Edmonton.
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📌 Investment and Retirement Financial Advisor (Alberta)
🏢 Scotiabank
📍 Alberta