Financial Planner

Position: Financial Planner at Scotiabank
Become a Financial Planner at Scotiabank in Calgary, Alberta, focusing on investment and retirement solutions for clients. Leverage your expertise in financial planning to enhance client relationships and meet sales goals.

In this role, also known as Financial Advisor, Investment and Retirement Planning, you will be part of the retail branch sales team aiming to exceed investment sales targets. Your responsibilities include conducting detailed financial reviews, offering trusted advice, and developing personalized strategies for clients. You will build client relationships while utilizing technology for streamlined planning processes.

Key Responsibilities:

• Conduct in-depth financial reviews for assigned clients

• Provide expert insights for retirement and wealth planning

• Build lasting relationships with clients in your portfolio

• Collaborate within the branch to achieve sales targets

• Utilize technology to enhance communication and services

Requirements:

• Experience in financial planning and investment sales

• CIFP/CFP designation or equivalent certification

• Certification as a Mutual Funds Representative

• Knowledge of market trends and regulatory environment

• Strong self-motivation and goal-oriented focus

Utilize your financial planning skills at Scotiabank to drive client success and satisfaction in Calgary.
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