Professional Wealth Advisor

2 weeks ago


Winnipeg, Manitoba, Canada Scotiabank Full time
About the Role

We are seeking a skilled Financial Planner to join our team in Winnipeg, Manitoba. As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities
  • Focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
  • Promote the development and sustainable growth of proprietary investment business in the assigned market area.

You will conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills and tools to support our clients' financial goals.

Required Skills and Qualifications
  • 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 with current accreditation and good standing for MFDA licensing requirements.
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.

Estimated Salary: $65,000 - $90,000 per year based on experience and qualifications.


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