Wealth Planner - Investment & Retirement Strategy

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

Job summary

A leading bank in the Americas is seeking a Financial Planner in Calgary to join their high-performing team. The role involves managing client portfolios, providing personalized financial strategies and advice, and achieving sales targets. Candidates should have relevant financial planning experience and certifications. The position offers a competitive compensation package and a commitment to work-life balance. Join a team that values inclusion and recognizes contributions while making an impact in the community.

Benefits

Competitive compensation and benefits

Supportive work environment

Relocation support

Qualifications

• Experience in financial planning and investment sales is preferred.
• Certification as a Mutual Funds Representative in good standing.
• Knowledge of competitive offerings and economic conditions.

Responsibilities

• Conduct in-depth reviews for assigned clients.
• Establish and deepen investment and banking relationships.
• Provide personalized financial strategies for clients.

Skills

Financial planning and investment sales

Collaborative team culture

Knowledge of market trends

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading bank in the Americas is seeking a Financial Planner in Calgary to join their high-performing team. The role involves managing client portfolios, providing personalized financial strategies and advice, and achieving sales targets. Candidates should have relevant financial planning experience and certifications. The position offers a competitive compensation package and a commitment to work-life balance. Join a team that values inclusion and recognizes contributions while making an impact in the community.