Strategic Financial Planner: Retirement & Wealth Growth

Scotiabank Global Site; Saskatoon; On-site; CAD 75,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Planner to join their team in Saskatoon. The role involves establishing and deepening relationships with clients, providing expert financial advice, and conducting in-depth reviews for client portfolios. Candidates should have experience in financial planning and investment sales, and hold relevant certifications. This position offers competitive compensation and a supportive work environment.

Benefits

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Inclusive culture valuing contributions

Qualifications

• Experience in financial planning and investment sales preferred.
• Thrive in a collaborative results-driven team culture.
• Knowledgeable of competitive offerings and regulatory environment.

Responsibilities

• Establish and deepen investment and banking relationships with clients.
• Conduct in-depth reviews for clients including retirement planning.
• Provide expert financial advice regarding investments and planning.

Skills

Financial Planning

Wealth Management

Financial Analysis

Estate Planning

Trusts

Financial Services

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Tools

Microsoft Outlook

Microsoft Powerpoint

Job description

A leading bank in the Americas is seeking a Financial Planner to join their team in Saskatoon. The role involves establishing and deepening relationships with clients, providing expert financial advice, and conducting in-depth reviews for client portfolios. Candidates should have experience in financial planning and investment sales, and hold relevant certifications. This position offers competitive compensation and a supportive work environment.