Elevate your career as a Financial Planner at Scotiabank in Winnipeg, Manitoba. Drive investment and retirement planning success while cultivating client relationships.
As a Financial Advisor within the Scotia Financial Planning division, you will be an integral part of the sales team. Your primary focus is to build investment and banking relationships with assigned clients and those referred to you. By utilizing your financial planning expertise, you will conduct thorough client reviews to address their retirement, wealth accumulation, and estate planning needs.
Key Responsibilities:
• Conduct in-depth financial reviews for clients
• Deliver trusted advice on investments and retirement
• Foster strong client engagement and education
• Develop personalized strategies based on client needs
• Leverage technology for streamlined financial planning
Requirements:
• Experience in financial planning and investment sales preferred
• CIFP/CFP designation or recogni...