Virtual Financial Planner Alberta
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Virtual Financial Planner opportunities across Alberta emphasize investment sales, financial planning, and client relationship development through flexible virtual service.
At Scotiabank, Financial Planners serve the mass affluent market with high quality advice and service. You will build new and long term relationships, use external networks, and help clients pursue unique goals. The work follows a comprehensive financial planning framework while supporting business growth.
Key Responsibilities:
- Execute business development plans for prospects and existing clients
- Provide client centric investment solutions through financial planning
- Conduct proactive calls and complimentary needs analyses
- Participate in professional and community events
- Build market profiles and maintain Centres of Influence
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual funds accreditation and MFDA licensing standing
- Personal Financial Planning or Certified Financial Planner designation
- Networking, client acquisition, and interpersonal skills
- Valid driver's license and access to a vehicle
Bring entrepreneurial business development, investment sales, and client advisory skills to Scotiabank's virtual Alberta planning opportunities.
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