Job Description
Join Scotia’s Financial Planning team in Fort McMurray, Alberta, where you will provide high-quality investment advice to mass affluent clients. This role focuses on entrepreneurial outreach and expert financial guidance.
As a Financial Planner, you will develop business strategies to identify opportunities while delivering personalized investment solutions. You will actively participate in community initiatives and networking events to enhance your market profile and foster key relationships within the industry.
Key Responsibilities:
• Identify and execute business opportunities for clients
• Deliver tailored financial planning solutions and analyses
• Participate in professional community events and workshops
• Conduct informative sessions to educate clients
• Network with industry specialists to cultivate relationships
Requirements:
• 3+ years of experience in financial planning
• MFDA accreditation or equivalent certification
• Completion of CFP® or...
As a Financial Planner, you will develop business strategies to identify opportunities while delivering personalized investment solutions. You will actively participate in community initiatives and networking events to enhance your market profile and foster key relationships within the industry.
Key Responsibilities:
• Identify and execute business opportunities for clients
• Deliver tailored financial planning solutions and analyses
• Participate in professional community events and workshops
• Conduct informative sessions to educate clients
• Network with industry specialists to cultivate relationships
Requirements:
• 3+ years of experience in financial planning
• MFDA accreditation or equivalent certification
• Completion of CFP® or...