Scotiabank
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Financial Planner at Scotiabank Edmonton
Description
Join Scotiabank in Edmonton as a Financial Planner, specializing in investment and retirement solutions. Utilize your financial planning skills to deliver tailored strategies that meet client goals and foster growth.
In this critical role, you will contribute to the sales team’s success by developing strong relationships with existing clients and those referred by branch partners. Your responsibilities will include conducting thorough retirement planning and utilizing financial tools to support clients’ investment objectives. A strong focus on client engagement and satisfaction will be essential to your success.
Key Responsibilities:
• Establish and deepen client banking and investment relationships
• Conduct detailed assessments and investment reviews
• Deliver trusted financial advice and insights
• Create personalized financial strategies for clients
• Monitor market trends and maintain regulatory awareness
Requirements:
• Financial planning and investment...
In this critical role, you will contribute to the sales team’s success by developing strong relationships with existing clients and those referred by branch partners. Your responsibilities will include conducting thorough retirement planning and utilizing financial tools to support clients’ investment objectives. A strong focus on client engagement and satisfaction will be essential to your success.
Key Responsibilities:
• Establish and deepen client banking and investment relationships
• Conduct detailed assessments and investment reviews
• Deliver trusted financial advice and insights
• Create personalized financial strategies for clients
• Monitor market trends and maintain regulatory awareness
Requirements:
• Financial planning and investment...