Wealth Planner & Retirement Advisor — Client Growth

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

Job summary

A leading financial services firm in Edmonton is seeking a Financial Planner to establish and deepen client relationships while promoting sustainable growth in investment business. The ideal candidate will possess a CIFP/CFP designation, thrive in a collaborative environment, and have strong skills in financial planning and investment sales. This role offers competitive compensation, benefits, and a supportive culture that values work-life balance.

Benefits

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Relocation support (upon approval)

Qualifications

• Successfully completed CIFP/CFP designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements.
• Experience in financial planning and investment sales is preferred.

Responsibilities

• Establish and deepen investment and banking relationships with clients.
• Conduct in-depth reviews for clients including retirement and wealth planning.
• Promote and grow proprietary investment business in the market area.
• Deliver trusted financial advice regarding investments and retirement planning.

Skills

Experience in financial planning and investment sales

Effective communication skills

Ability to build client relationships

Knowledge of market trends and regulatory environment

Education

CIFP/CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading financial services firm in Edmonton is seeking a Financial Planner to establish and deepen client relationships while promoting sustainable growth in investment business. The ideal candidate will possess a CIFP/CFP designation, thrive in a collaborative environment, and have strong skills in financial planning and investment sales. This role offers competitive compensation, benefits, and a supportive culture that values work-life balance.