Financial Planning Specialist

2 months ago


Edmonton, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.

Key Responsibilities
  • Develop comprehensive financial plans for our customers, utilizing a holistic approach to help them achieve their goals.
  • Utilize a strategic mindset to create personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • Collaborate with our organization to make a positive impact in our communities, driving success for our customers and employees.
What We Offer

As a Financial Planning Specialist at Scotiabank, you can expect to be recognized and rewarded for your high-performance. You will be supported by leadership through meaningful development conversations and internal training to support your growth and development.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...


  • Edmonton, Alberta, Canada ALBERTA INC Full time

    At ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in the financial services industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and...


  • Edmonton, Alberta, Canada ALBERTA INC Full time

    At ALBERTA INC, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in the financial industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...


  • Edmonton, Alberta, Canada Alberta Motor Association Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at the Alberta Motor Association. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and implement financial plans that align with business objectivesProvide data-driven insights...


  • Edmonton, Alberta, Canada Alberta Motor Association Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at the Alberta Motor Association. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and implement financial plans that align with business objectivesProvide data-driven insights...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesDevelop comprehensive financial plans for customers using a holistic approach to help them achieve...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesDevelop comprehensive financial plans for customers using a holistic approach to help them achieve...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic approach to help them...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic approach to help them...