Financial Planner - Future Opportunity - Winnipeg MB

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

Financial Planner - Future Opportunity - Winnipeg MB

Requisition ID: 244353

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Financial Planner, Branch Network

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Key responsibilities

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self‑motivation and a goal‑oriented mindset when identifying our clients’ needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

What we’re looking for

• 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, having completed the Investment Funds in Canada or bank‑recognised equivalent.
• Thrive in a collaborative, results‑driven team culture where your contributions are recognised and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Benefits

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognises contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work‑life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

Location(s): Canada : Manitoba : Winnipeg

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.