Financial Planning Professional

2 weeks ago


Lethbridge, Alberta, Canada Scotiabank Full time

Scotiabank is a leading bank in the Americas. Our purpose: 'for every future', guides us to help our clients, their families, and communities achieve success through advice, products, and services.

A competitive compensation package, including a salary of $70,000 - $100,000 per year, based on experience, awaits successful candidates. Benefits include access to leading-edge resources, such as marketing support, mobile technology, CRM, portfolio, and financial planning software.

We are seeking a Financial Planning Professional to join our team. Key responsibilities will include developing client relationships, providing high-quality advice and service, and establishing business development opportunities within the mass affluent market.

  • You will focus on investment sales and new client acquisition, using a comprehensive financial planning framework.
  • Promote the growth of proprietary investment business by conducting in-depth reviews for assigned clients, uncovering their needs, and delivering trusted financial advice.
  • Become self-directed and performance-oriented in discovering client needs, listening to understand what they want, and customizing financial strategies and solutions.

We value skills and experiences that benefit our clients, and we're committed to creating an inclusive environment. If you require accommodation during the recruitment process, please let us know.

Required Skills and Qualifications:
  • Experience in financial planning and investment sales preferred.
  • Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation beneficial.
  • Mutual funds certification and good standing for MFDA licensing requirements.
  • Goal-oriented and entrepreneurial mindset.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and regulatory environment.

Join Scotiabank and be part of making a difference in our communities – for you and your clients.



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