Financial Planner, Scotia Financial Planning - Lethbridge

Scotiabank

Full-time Financial Specialists
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Location
Lethbridge, Alberta, Canada
Posted
March 22, 2026

Job Description

Is this role right for you?

In this role, you will: 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 

  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.

  • Community Involvement: Participating actively in local professional and community events and associations to develop ...

    • Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      March 22, 2026
    • Application Deadline
      May 01, 2026