Financial Planner in Lethbridge, Alberta

Elevate your career as a Financial Planner with Scotiabank in Lethbridge, Alberta, focusing on investment advice for mass affluent clients. Build relationships and leverage networks to enhance client financial objectives.
Scotiabank seeks a dedicated Financial Planner with over 3 years of experience in financial planning and investment sales. Your role includes proactive client outreach, relationship building with internal clients, and following a comprehensive financial planning framework. You will meet clients flexibly and collaborate within the Scotiabank framework to provide top-notch financial services.
Key Responsibilities:
• Engage with external clients to meet financial goals
• Deepen relationships with internal bank clients
• Follow a financial planning framework for sales
• Develop new business opportunities in the assigned market
• Deliver personalized financial advice and investment strategies
Requirements:
• 3+ years in financial planning and inv...