Scotiabank
Edmonton Financial Planner at Scotiabank
Job Description
Drive client success as a Financial Planner with Scotiabank in Edmonton, Alberta. This role allows you to provide personalized investment advice while building valuable client relationships.
Joining the Scotiabank Financial Planning team means you'll play a vital role in supporting mass affluent clients. You'll execute business development plans while adhering to compliance standards and leveraging your knowledge of market trends. With a flexible schedule, you'll meet clients at their convenience, fostering lasting relationships based on trust and expertise.
Key Responsibilities:
• Implement business development strategies for various clients
• Provide tailored financial planning and investment advice
• Engage in proactive client outreach and networking
• Participate in professional community events for visibility
• Manage marketing activities to enhance local profile
Requirements:
• A minimum of 3 years experie...
Joining the Scotiabank Financial Planning team means you'll play a vital role in supporting mass affluent clients. You'll execute business development plans while adhering to compliance standards and leveraging your knowledge of market trends. With a flexible schedule, you'll meet clients at their convenience, fostering lasting relationships based on trust and expertise.
Key Responsibilities:
• Implement business development strategies for various clients
• Provide tailored financial planning and investment advice
• Engage in proactive client outreach and networking
• Participate in professional community events for visibility
• Manage marketing activities to enhance local profile
Requirements:
• A minimum of 3 years experie...