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