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.