Use financial planning and investment sales expertise as a Financial Planner in Scotiabank’s Fort McMurray retail branch network. Support clients’ retirement and investment goals.
Internally known as Financial Advisor, Investment and Retirement Planning, this role contributes to branch sales success through assigned portfolio management. You will establish and deepen investment and primary banking relationships with existing clients and branch referrals. Financial planning tools support retirement planning, wealth accumulation, and estate planning conversations.
Key Responsibilities:

Conduct in-depth reviews for assigned clients
Provide trusted investment and retirement planning advice
Craft personalized financial strategies and solutions
Educate clients and deliver expert insights
Achieve negotiated deposit and investment sales goals
Requirements:

Experience in financial planning and investment sales preferred
Completed CIFP, CFP, or bank-recognized equivalent
Mutual Funds Representative certification in good standing
Completed Investment Funds in Canada or equivalent
Knowledge of markets, economic conditions, and regulations
Apply financial planning, investment advice, and relationship-building expertise as Scotiabank’s Financial Planner in Fort McMurray.

#J-18808-Ljbffr

Financial Planner Investment Retirement