Build mass affluent client relationships as a Financial Planner in Calgary, using financial planning and investment sales expertise. This mobile role includes frequent travel.
Scotiabank seeks a Financial Planner to provide personalized investment advice and high-quality service. You will develop business through proactive outreach, needs analysis, networking, and tailored investment solutions. The role supports external prospects and existing clients across the branch network.
Key Responsibilities: Drive investment sales and acquire current clients
Develop business opportunities within the assigned market area
Conduct proactive outreach and complimentary needs analysis
Build Centres of Influence and community networks




Deliver financial seminars and information sessions
Requirements: Three years of financial planning and investment sales experience
Current mutual fund certification meeting CIRO licensing requirements
Personal Financial Planning or Certified Financial Planner designation
Networking, client acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Use financial planning, investment sales, and relationship-building skills to grow Scotiabank’s Calgary client practice through frequent travel.

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