Financial Planner - Polo Park Shopping Centre Branch

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

Job summary

Join a leading bank as a Financial Planner in Winnipeg, focusing on developing client relationships and providing high-quality financial advice. You will conduct reviews, identify client needs, and build long-term relationships while working in an inclusive culture that values contributions.

Benefits

Competitive compensation and benefits package

Opportunity to impact clients’ financial well-being

Inclusive culture

Community involvement

Qualifications

• Experience in financial planning and investment sales is preferred.
• Ability to work independently with minimal supervision.

Responsibilities

• Conduct in-depth reviews for clients including retirement planning and wealth accumulation.
• Identify opportunities and craft personalized financial strategies.

Skills

Financial Planning

Investment Sales

Bilingual (French and English)

Education

CIFP designation

Accredited Mutual Funds Professional

Job description

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Requisition ID: 223299

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

About the role

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

Key responsibilities include:

• Conducting in-depth reviews for clients including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients’ financial goals.
• Uncovering and solving client needs, delivering trusted financial advice regarding investments and retirement planning.
• Identifying opportunities and crafting personalized financial strategies based on client needs.
• Fostering engagement, educating clients, and delivering expert advice.
• Collaborating effectively with peers, clients, and partners.
• Building and maintaining long-term client relationships to ensure a great client experience.

Qualifications and skills needed:

• Experience in financial planning and investment sales is preferred.
• Completion (or progress towards) of the CIFP designation.
• Accredited mutual funds professional in good standing with CIRO licensing (Investments Funds in Canada or Canadian Securities Course).
• Ability to work independently with minimal supervision.
• Knowledge of market trends, economic conditions, and regulatory environment.
• Bilingual in French and English, capable of serving both English and French-speaking clients.

What’s in it for you?

• Competitive compensation and benefits package.
• Opportunity to make a lasting impact on clients’ financial well-being.
• Inclusive culture that values contributions.
• Organization committed to community involvement.

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 communities succeed through a broad range of advice, products, and services.

We value diverse skills and experiences and are committed to an inclusive environment. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply online. We appreciate all applicants; only those selected for an interview will be contacted.