Virtual Financial Planner opportunities across Alberta emphasize investment sales, financial planning, and client relationship development through flexible virtual service.

At Scotiabank, Financial Planners serve the mass affluent market with high quality advice and service. You will build recent and long term relationships, use external networks, and help clients pursue unique goals. The work follows a comprehensive financial planning framework while supporting business growth.

Key Responsibilities:
Execute business development plans for prospects and existing clients
Provide client centric investment solutions through financial planning
Conduct proactive calls and complimentary needs analyses
Participate in skilled and community events




Build market profiles and maintain Centres of Influence

Requirements:
Three years of financial planning and investment sales experience
Current mutual funds accreditation and MFDA licensing standing
Personal Financial Planning or Certified Financial Planner designation
Networking, client acquisition, and interpersonal skills
Valid driver's license and access to a vehicle

Bring entrepreneurial business development, investment sales, and client advisory skills to Scotiabank's virtual Alberta planning prospects.

📌 Virtual Financial Planner Alberta Moncton
🏢 Scotiabank
📍 Moncton