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Job Description & How to Apply Below
Drive client success as a Financial Planner with Scotiabank in Edmonton, Alberta. This role allows you to provide personalized investment advice while building valuable client relationships.
Joining the Scotiabank Financial Planning team means you'll play a vital role in supporting mass affluent clients. You'll execute business development plans while adhering to compliance standards and leveraging your knowledge of market trends. With a flexible schedule, you'll meet clients at their convenience, fostering lasting relationships based on trust and expertise.
Key Responsibilities:
• Implement business development strategies for various clients
• Provide tailored financial planning and investment advice
• Engage in proactive client outreach and networking
• Participate in professional community events for visibility
• Manage marketing activities to enhance local profile
Requirements:
• A minimum of 3 years experience in financial services
• Mutual funds certification required
• Completion of PFP or CFP designation needed
• Excellent networking and relationship-building skills
• Valid driver’s license for local travel required
Transform your career and client impact as a dedicated Financial Planner with Scotiabank in Edmonton.
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