Financial Planner: Retirement & Investment Advisor

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

Job summary

A leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and relevant certifications. Competitive compensation and a supportive work environment are offered.

Benefits

Competitive compensation and benefits package

Work-life balance

Relocation support

Qualifications

• Proven experience in financial planning and investment sales.
• Certification in financial products and services.
• Strong knowledge of market trends and regulatory environment.

Responsibilities

• Establish and deepen client relationships in investment banking.
• Conduct in-depth client reviews for financial planning.
• Achieve sales targets while maintaining client satisfaction.

Skills

Experience in financial planning and investment sales

Collaboration and teamwork

Client relationship management

Problem-solving skills

Education

CIFP/CFP designation or equivalent

Certification as Mutual Funds Representative

Job description

A leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and relevant certifications. Competitive compensation and a supportive work environment are offered.