Entrepreneurial Financial Planner & Wealth Advisor

Scotiabank; Alberta; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Alberta is seeking a Financial Planner to develop and deepen client relationships, providing expert financial advice. In this role, you will focus on business development, facilitate investment solutions, and engage in proactive outreach to clients. The ideal candidate has a strong background in financial planning and investment sales, with an entrepreneurial mindset. This position offers the flexibility of client meetings outside the office and a compensation structure that rewards performance.

Benefits

Flexible work environment

Access to marketing support

Diversity and inclusion initiatives

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation.
• Extensive knowledge of market trends and competitive offerings.

Responsibilities

• Build and deepen relationships with mass affluent clients.
• Drive investment sales and new client acquisition.
• Promote community involvement and local networking.

Skills

Financial planning

Investment sales

Networking

Interpersonal skills

Entrepreneurial mindset

Client acquisition

Education

Personal Financial Planning (PFP®) designation

Certified Financial Planner (CFP®) designation

Tools

CRM software

Financial planning software

Job description

A leading financial institution in Alberta is seeking a Financial Planner to develop and deepen client relationships, providing expert financial advice. In this role, you will focus on business development, facilitate investment solutions, and engage in proactive outreach to clients. The ideal candidate has a strong background in financial planning and investment sales, with an entrepreneurial mindset. This position offers the flexibility of client meetings outside the office and a compensation structure that rewards performance.