Virtual Investment Advisor opportunities in Alberta combine financial planning expertise, entrepreneurial networking, and client-focused investment advice through Scotiabank.

Financial Planners develop sustainable proprietary investment business across assigned Alberta markets. You will operate independently while working within a larger team, meeting clients outside the office when appropriate. The position centers on long term relationships, new client acquisition, and advice aligned with client goals.

Key Responsibilities:

- Develop sustainable proprietary investment business locally
- Complete needs analyses across multiple financial statements
- Facilitate partner referrals and investment solution implementation
- Expand qualified and community networks




- Maintain relationships with investment industry specialists

Requirements:

- Goal oriented and entrepreneurial approach to business development
- Ability to work independently with minimal supervision
- Current accreditation meeting MFDA licensing requirements
- PFP or CFP designation successfully completed
- Vehicle access for designated district client meetings

Apply financial planning, entrepreneurial discipline, and investment relationship skills across Scotiabank's virtual Alberta markets.

📌 Virtual Investment Advisor Alberta (Winnipeg)
🏢 Scotiabank
📍 Winnipeg