Financial Planner - Red Deer

Natural Factors; Red Deer; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Financial Planner in Red Deer, Alberta. The role focuses on developing client relationships and providing tailored investment advice while adhering to compliance standards. Enjoy a flexible work environment with opportunities for career development and community engagement.

Benefits

Flexible work environment

Career development opportunities

Supportive resources including marketing and technology

Inclusive culture promoting diversity

Qualifications

• At least 3 years of experience in financial planning and investment sales.
• Strong networking skills and experience with Centres of Influence (COIs).
• Goal-oriented and able to work independently.

Responsibilities

• Implement plans to attract prospects and serve existing clients.
• Provide tailored investment advice and conduct needs analysis.
• Participate in local events and manage marketing activities.

Skills

Networking

Client Acquisition

Interpersonal Skills

Knowledge of Market Trends

Education

Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation

Current mutual funds accreditation and MFDA licensing

Job description

Requisition ID: 210958

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

Our name has been refreshed to Financial Planners under Scotia Financial Planning (formerly ‘Investment Specialist’ under the Mobile Advice Team). Join a team dedicated to making a difference!

Role Overview: As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice within the mass affluent market. You are entrepreneurial, focusing on building long-term relationships, leveraging your networks, and growing your practice. Your clients are your greatest asset, and your goal is to help them meet their financial objectives.

You will also enjoy meeting clients outside of the office, at times that suit both parties, and working within a collective Scotiabank framework that benefits your clients and your practice.

Following a comprehensive financial planning framework, you will drive investment sales and new client acquisition, adhering to compliance and regulatory standards, while exploring business development opportunities.

Key Responsibilities:

1. Business Development: Implement plans to attract prospects and serve existing clients, identify new investment opportunities, and facilitate solutions or referrals.
2. Client-Centric Solutions: Provide tailored investment advice, conduct proactive outreach, and perform needs analysis across financial statements.
3. Community Engagement: Participate in local events, develop networks, deliver seminars, and manage marketing activities to expand your market presence.

Qualifications:

• At least 3 years of experience in financial planning and investment sales.
• Current mutual funds accreditation and MFDA licensing (Investments Funds in Canada or Canadian Securities Course).
• Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.
• Strong networking, client acquisition, and interpersonal skills; experience with Centres of Influence (COIs).
• Goal-oriented, entrepreneurial, and able to work independently and within a team.
• Knowledge of market trends, competitive offerings, economic conditions, and regulations.
• Valid driver’s license and access to a vehicle for client meetings.

Benefits:

• Entrepreneurial culture with career development opportunities.
• Flexible work environment with settable hours and client meeting options.
• Compensation based on base salary plus variable pay, rewarding client growth and retention.
• Supportive resources including marketing, technology, CRM, and financial planning tools.
• Opportunity to build lasting client relationships and deliver exceptional service without branch visits.
• Partnership with branches and access to Scotia Global Asset Management.
• Inclusive culture promoting diversity, respect, and inclusion.

Other Information: The role involves travel; compensation includes base plus variable pay.

#financialplanner

Location: Red Deer, Alberta, Canada

Scotiabank is committed to diversity and inclusion. Accommodation requests during recruitment are welcome. Candidates must apply online; only shortlisted candidates will be contacted.