Financial Planner Investment Advisor

Become a pivotal part of Scotiabank's success as a Financial Planner, specializing in investment and retirement planning in Calgary, Alberta. Meet sales goals while establishing lasting client relationships and providing trusted financial insights.

As a Financial Advisor, Investment and Retirement Planning, you will be a key player in the branch sales team. This role involves managing an assigned portfolio and focusing on client engagement through effective financial strategies. Utilize your expertise in retirement planning, wealth accumulation, and estate planning to help clients achieve their financial goals while fostering strong relationships.

Key Responsibilities:

• Conduct in-depth reviews for clients’ financial needs

• Deliver trusted advice on investments and retirement planning

• Utilize technology to streamline financial planning processes

• Build and maintain strong client relationships

• Achieve targets for client satisfaction and business growth

Requirements:

• Experience in financial planning and investment sales preferred

• Completed CIFP/CFP designation or equivalent

• Certification as a Mutual Funds Representative

• Knowledge of market trends and regulations

• Thrive in a collaborative team environment

Bring your financial expertise, client focus, and goal-oriented mindset to a rewarding career with Scotiabank in Calgary.
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