Use financial planning and investment sales expertise as a Financial Planner in Scotiabank’s Fort McMurray retail branch network. Support clients’ retirement and investment goals.

Internally known as Financial Advisor, Investment and Retirement Planning, this role contributes to branch sales success through assigned portfolio management. You will establish and deepen investment and primary banking relationships with existing clients and branch referrals. Financial planning tools support retirement planning, wealth accumulation, and estate planning conversations.

Key Responsibilities:

- Conduct in-depth reviews for assigned clients
- Provide trusted investment and retirement planning advice
- Craft personalized financial strategies and solutions




- Educate clients and deliver expert insights
- Achieve negotiated deposit and investment sales goals

Requirements:

- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent
- Mutual Funds Representative certification in positive standing
- Completed Investment Funds in Canada or equivalent
- Knowledge of markets, economic conditions, and regulations

Apply financial planning, investment advice, and relationship-building expertise as Scotiabank’s Financial Planner in Fort McMurray.

📌 Financial Planner Investment Retirement (Fort McMurray)
🏢 Scotiabank
📍 Fort McMurray