Scotiabank Financial Planners build client relationships through investment advice and financial planning across Edmonton and surrounding communities. This mobile role requires frequent travel.
As a Financial Planner within Scotia Financial Planning, you will serve the mass affluent market. You will develop relationships, grow new business, and provide investment solutions through a financial planning framework. The role combines client acquisition, networking, and regulatory compliance.
Key Responsibilities: Execute business development plans for prospects and existing clients
Provide client-centric investment solutions and needs analysis
Conduct proactive calls and outbound prospect communications
Participate in professional events and community associations




Build market presence and maintain Centres of Influence
Requirements: Three years’ financial planning and investment sales experience
Current mutual funds accreditation and positive standing
Personal Financial Planning or Certified Financial Planner designation
Proven networking, acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Apply your investment sales, financial planning, and networking expertise as a mobile Scotiabank Financial Planner.

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📌 Scotiabank Financial Planner Edmonton (Alberta)
🏢 Scotiabank
📍 Alberta