Financial Advisor, Investment & Retirement Planning- Royal Oak, Calgary
On-site · Calgary, Alberta, Canada
Job Summary
Financial Advisor in Scotiabank’s Scotia Financial Planning within the Calgary, Alberta branch network responsible for meeting investment and deposit sales goals through managing an assigned client portfolio. Conduct retirement planning, wealth accumulation, and estate planning reviews using financial planning tools, deliver trusted advice on investments and retirement planning, and build long-standing client relationships while leveraging technology to enhance interactions and streamline planning processes. Focus on providing a great client experience, education, and personalized financial strategies to drive business growth and client satisfaction; relocation support is offered upon approval.
Required Qualifications
- Experience in financial planning and investment sales is preferred
- CIFP/CFP designation or bank recognized equivalent
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent
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