Location
calgary, ab, Canada
Posted
July 11, 2026
Job Description
Shape clients' financial futures as a Financial Advisor at Scotiabank, specializing in investment and retirement strategies within Calgary, Alberta. Build lasting client relationships and achieve financial goals.
As a Financial Planner, you have a vital role in the branch sales team, responsible for fostering client relationships and achieving investment sales goals. You will engage with clients to provide thorough financial planning and advice, ensuring their investment objectives are met. Utilize your financial insights to craft personalized strategies that enhance clients' financial well-being.
Key Responsibilities:
• Perform in-depth retirement and estate planning reviews
• Deliver trusted financial advice regarding investments
• Develop custom financial strategies for clients
• Educate clients on investment options and financial goals
• Use technology to optimize financial planning processes
Requirements:
• Background in financial planning and investment...
As a Financial Planner, you have a vital role in the branch sales team, responsible for fostering client relationships and achieving investment sales goals. You will engage with clients to provide thorough financial planning and advice, ensuring their investment objectives are met. Utilize your financial insights to craft personalized strategies that enhance clients' financial well-being.
Key Responsibilities:
• Perform in-depth retirement and estate planning reviews
• Deliver trusted financial advice regarding investments
• Develop custom financial strategies for clients
• Educate clients on investment options and financial goals
• Use technology to optimize financial planning processes
Requirements:
• Background in financial planning and investment...