Elevate client financial success as a Financial Planner with Scotiabank in Winnipeg. Focus on investment strategies, retirement planning, and relationship building in a team-oriented retail branch environment. As a Financial Planner, internally recognized as Financial Advisor, Investment and Retirement Planning, you'll play a vital role within the branch sales team.

Your top responsibility is managing relationships with assigned clients, engaging them in retirement and investment strategies. You will use advanced financial planning tools to deepen client connections and exceed deposit and investment sales goals. Key Responsibilities:

- Conduct in-depth financial reviews for clients
- Uncover and solve client needs through personalized advice




- Build strong relationships for sustained client engagement
- Leverage technology for enhanced client interactions
- Focus on achieving sales targets and client satisfaction Requirements:
- Preferably have experience in financial planning and investment sales
- CIFP/CFP designation or equivalent certification
- Be a Certified Mutual Funds Representative
- Knowledge of market trends and economic conditions
- Thrive in a results-driven team culture Drive impactful financial strategies and foster long-term relationships as a Financial Planner with Scotiabank.

📌 Financial Planner Scotiabank Winnipeg
🏢 Scotiabank
📍 Winnipeg