Certified Financial Planner at Scotiabank

Join Scotiabank as a Certified Financial Planner in Winnipeg, Manitoba, and support clients in their investment and retirement journeys with expert advice.
As part of the Scotia Financial Planning division, you'll act as a key contributor to the branch's success. Your main goals include developing and nurturing client relationships through strategic investment advice and deep financial planning reviews. You will assist clients in achieving their financial goals by addressing their specific needs in retirement and wealth accumulation.
Key Responsibilities:
• Perform comprehensive reviews of clients' financial situations
• Offer tailored investment advice and strategies
• Engage with clients to foster strong relationships
• Educate clients on investment opportunities
• Leverage technology to enhance planning processes
Requirements:
• Financial planning and investment sales experience preferred
• CIFP/CFP designation or equivalent required
• Licensed as a ...