Financial Planner & Client-Growth Strategist – Remote in Cold Lake

Financial Planner & Client-Growth Strategist – Remote in Cold Lake

Cold Lake Full-Time 51525 - 62975 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Build client relationships and provide top-notch financial planning advice remotely.
  • Company: Join Scotiabank, a leader in the financial services industry.
  • Benefits: Flexible work hours, competitive pay, and opportunities for professional growth.
  • Other info: Collaborative team environment with a focus on client success.
  • Why this job: Make a real difference in clients' lives while working on your own schedule.
  • Qualifications: Experience in financial planning and strong communication skills.

The predicted salary is between 51525 - 62975 $ per year.

Scotiabank is seeking a Financial Planner to develop and deepen client relationships by offering high-quality investment and financial planning advice within the mass affluent market. You will leverage external networks to build a sustainable practice and meet clients on their schedule, including outside office locations.

The role emphasizes proactive outbound outreach, adherence to Global Sales Principles and regulatory requirements, and strong collaboration with branch teams and Scotia Global.

Financial Planner & Client-Growth Strategist – Remote in Cold Lake employer: Scotiabank

Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.

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Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Financial Planner & Client-Growth Strategist – Remote in Cold Lake

Financial Planning
Investment Advice
Client Relationship Management
Outbound Sales
Regulatory Compliance
Collaboration
Networking