Financial Planner Professional

2 weeks ago

Edmonton, Alberta, Canada Scotiabank Full time

Financial Planning and Investment Sales Role

**About the Role**

As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.

**Key Responsibilities**

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

• Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.

• Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.

• Foster strong engagement, educate clients, offer insights, and deliver expert advice.

• Exercise a collaborative approach when dealing with peers, clients, and partners.

• Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients.

**Requirements**

• Experience in financial planning and investment sales is preferred.

• Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.

• You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).

• You're able to work independently as a self-motivated entrepreneur with minimal supervision.

• 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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