Financial Planner for Investment Strategies
Location
calgary, ab
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Elevate your career as a Financial Planner at Scotiabank in Calgary, Alberta, specializing in investment and retirement planning. Build strong client relationships and provide tailored financial strategies.
As a Financial Planner, known internally as the Financial Advisor for Investment and Retirement Planning, you will play a crucial role in the branch sales team. Your focus will be on meeting sales goals by managing and growing an assigned portfolio, enhancing client relationships through detailed financial planning. Leverage your skills in investment sales and deep client engagement to ensure success in this role.
Key Responsibilities:
• Conduct in-depth client reviews for retirement and estate planning
• Deliver expert financial advice on investments
• Craft personalized financial strategies aligning with client goals
• Utilize technology tools to enhance client interactions
• Build and maintain long-term client relationships
Requirements:
• Experience in...
As a Financial Planner, known internally as the Financial Advisor for Investment and Retirement Planning, you will play a crucial role in the branch sales team. Your focus will be on meeting sales goals by managing and growing an assigned portfolio, enhancing client relationships through detailed financial planning. Leverage your skills in investment sales and deep client engagement to ensure success in this role.
Key Responsibilities:
• Conduct in-depth client reviews for retirement and estate planning
• Deliver expert financial advice on investments
• Craft personalized financial strategies aligning with client goals
• Utilize technology tools to enhance client interactions
• Build and maintain long-term client relationships
Requirements:
• Experience in...