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 recent 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.

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