Senior Wealth Strategist

6 days ago


Edmonton, Alberta, Canada Scotiabank Full time

At Scotiabank, we are committed to helping our clients achieve their unique goals through comprehensive financial planning.

About the Role

This is an exciting opportunity for a highly skilled Financial Planner to join our team in Fort McMurray, Canada. As a Senior Wealth Strategist, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass affluent market.

You will follow a comprehensive financial planning framework, focusing on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

The successful candidate will have the ability to promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning using financial planning skills and tools to support our clients' financial goals.
  • Natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You're self-directed, performance-oriented in your approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

To succeed in this role, you should have:

  • Experience in financial planning and investment sales is preferred.
  • Succesfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?

  • A competitive compensation and benefits package that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.


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