Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning,



wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering solid engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes. Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: Experience in financial planning and investment sales is preferred. Successfully completed the CIFP/CFP designation or

📌 Financial Advisor, Investment & Retirement Planning - Brentwood Road (Calgary)
🏢 Scotiabank
📍 Calgary