Financial Planner Mass Affluent Clients

Position: Financial Planner for Mass Affluent Clients
Elevate your career with Scotiabank as a Financial Planner focusing on mass affluent clients in Calgary, Alberta. Build meaningful relationships by providing tailored financial advice and support.

In this Financial Planner role, you will leverage your expertise in investment sales and financial planning to cultivate strong client relationships. Your proactive outreach will target external clients and deepen engagements with internal Scotiabank customers. Enjoy the flexibility of meeting clients on your terms while contributing to their financial success.

Key Responsibilities:

• Conduct proactive outreach to expand client networks

• Deliver customized financial planning and investment advice

• Build strong partnerships with internal Scotiabank teams

• Identify business development opportunities within your market

• Participate in local community events for networking

Requirements:

• 3 years of financial planning and investment sales experience

• Mutual fund certified professional with CIRO licenses

• Personal Financial Planning (PFP) or CFP designation

• Proven ability to develop Centres of Influence

• Valid driver's license and access to a vehicle

Drive your success in financial planning with Scotiabank.
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