Financial Planner

Position: Scotiabank Financial Planner
Elevate your career with Scotiabank as a Financial Planner in Winnipeg, Manitoba. Drive investment and retirement planning success while building lasting client relationships each day.

As a Financial Planner, you're an essential part of the retail branch sales team. You will leverage your financial planning expertise to help clients achieve their goals by conducting thorough reviews and crafting personalized strategies.

Your role involves educating clients on investments and providing trusted advice to foster strong engagement while meeting deposit and investment sales targets.

Key Responsibilities:

• Conduct in-depth reviews on retirement and estate planning

• Deliver tailored financial advice to clients

• Craft personalized investment strategies

• Educate clients on financial insights

• Build long-term relationships with existing clients

Requirements:

• Financial planning and investment sales experience preferred

• Completed CIFP/CFP designation or equivalent

• Mutual Funds Representative certification in good standing

• Strong collaborative mindset in a results-driven culture

• Knowledge of market trends and regulations

Apply your financial expertise to deliver exceptional client experiences at Scotiabank.
#J-18808-Ljbffr