Senior Financial Planner Jobs in Alberta

Maintain a culture of risk management and control, supported by aligned risk appetite

Complete Wealth Management Essentials (WME) within first 30 months in role

Be knowledgeable of best practices and procedures and stay ahead of emerging trends

University Degree and/or 3-5 years industry experience

Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Contribute to team and department goals while strengthening customer service and dedication

Benefits that lead the field

Financial product benefits available immediately

Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage

Monitor and ensure personal and corporate goals are met or exceeded

Responsible Investment Specialist (RIS) designation

Financial Planning designation (CFP) or ability to obtain designation

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

3 years of experience in financial planning and investment sales.

Ability to provide an excellent client experience without going to the branch.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

Benefits that lead the field

Financial product benefits available immediately

Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage

2 years' experience within the financial industry

Monitor and ensure personal and corporate goals are met or exceeded

Responsible Investment Specialist (RIS) designation