Scotiabank Financial Planner Edmonton
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Scotiabank Financial Planners build client relationships through investment advice and financial planning across Edmonton and surrounding communities. This mobile role requires frequent travel.
As a Financial Planner within Scotia Financial Planning, you will serve the mass affluent market. You will develop relationships, grow new business, and provide investment solutions through a financial planning framework. The role combines client acquisition, networking, and regulatory compliance.
Key Responsibilities:
- Execute business development plans for prospects and existing clients
- Provide client-centric investment solutions and needs analysis
- Conduct proactive calls and outbound prospect communications
- Participate in professional events and community associations
- Build market presence and maintain Centres of Influence
Requirements:
- Three years' financial planning and investment sales experience
- Current mutual funds accreditation and good standing
- Personal Financial Planning or Certified Financial Planner designation
- Proven networking, acquisition, and interpersonal skills
- Valid driver's license and access to a vehicle
Apply your investment sales, financial planning, and networking expertise as a mobile Scotiabank Financial Planner.
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