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 workplace. 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 robust 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