Financial Planner Alberta

Elevate your career as a Financial Planner with Scotiabank in Lethbridge, Alberta, focusing on investment advice for mass affluent clients. Build relationships and leverage networks to enhance client financial objectives.

Scotiabank seeks a dedicated Financial Planner with over 3 years of experience in financial planning and investment sales.

Your role includes proactive client outreach, relationship building with internal clients, and following a comprehensive financial planning framework. You will meet clients flexibly and collaborate within the Scotiabank framework to provide top-notch financial services.

Key Responsibilities:

• Engage with external clients to meet financial goals

• Deepen relationships with internal bank clients

• Follow a financial planning framework for sales

• Develop new business opportunities in the assigned market

• Deliver personalized financial advice and investment strategies

Requirements:

• 3+ years in financial planning and investment sales

• Certified mutual fund professional with CIRO accreditation

• PFP or CFP designation preferred

• Proven networking and client acquisition skills

• Valid driver's license and access to a vehicle

Utilize your financial expertise to create tailored financial solutions for clients at Scotiabank in Lethbridge.
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