Financial Planner, Scotia Financial Planning- Fort McMurray, AB

Overview

Financial Planners within the Scotia Financial Planning team support clients in the mass affluent market by delivering high‑quality investment and financial‑planning advice. The role emphasizes relationship building, entrepreneurial outreach, and collaboration with a high‑performing, inclusive culture.

Responsibilities

• Business Development: Execute business‑development plans for prospects and existing clients, identify new opportunities, and facilitate the implementation of investment solutions or referrals to appropriate partners.
• Client‑Centric: Provide client‑focused investment solutions through a financial‑planning framework, align with Global Sales Principles, conduct outbound communications, and perform complimentary needs analyses across several financial statements.
• Community Involvement: Actively participate in local professional and community events, deliver information sessions and f...