Financial Planner, Scotia Financial Planning - Calgary

Scotiabank

Full-time Calgary, Alberta Financial Specialists

Posted:

March 23, 2026

Location:

Calgary, Alberta, Canada

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 ...
                

Apply for this Job

Submit your application for the Financial Planner, Scotia Financial Planning - Calgary position at Scotiabank.

Apply Now Save for Later

Job Overview

Job Type: Full-time

Location: Calgary, Canada

Posted: March 23, 2026

Deadline: May 02, 2026