Financial Planner: Build Wealth & Retirement Strategy

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

Job summary

A leading financial institution in Winnipeg is seeking a Financial Planner to join their retail branch network. As a Financial Planner, you will be responsible for meeting clients’ financial goals through personalized strategies, conducting in-depth reviews, and delivering expert advice on investment and retirement planning. The ideal candidate will have a CIFP CFP designation, experience in financial planning, and a collaborative mindset. This role offers a competitive compensation package within an inclusive work environment.

Benefits

Competitive compensation

Inclusive culture

Support for work-life balance

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or bank recognised equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements.

Responsibilities

• Conduct in-depth reviews for assigned clients including retirement and estate planning.
• Deliver trusted financial advice regarding investments and retirement.
• Craft personalized financial strategies and solutions for clients.
• Foster strong client engagement and educate them on financial matters.

Skills

Client relationship management

Financial planning

Investment sales

Strong communication

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading financial institution in Winnipeg is seeking a Financial Planner to join their retail branch network. As a Financial Planner, you will be responsible for meeting clients’ financial goals through personalized strategies, conducting in-depth reviews, and delivering expert advice on investment and retirement planning. The ideal candidate will have a CIFP CFP designation, experience in financial planning, and a collaborative mindset. This role offers a competitive compensation package within an inclusive work environment.