Skip to main content
Post your resume and find your next job on Indeed!

Financial Planning Specialist jobs in Edmonton, AB

Sort by: -
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
    • Experience in financial planning is an asset.
    • Working knowledge of financial planning software (NaviPlan an asset).
    • CFP designation (IQPF in Quebec).
    • View all BMO Financial Group jobs - Edmonton jobs - Planning Consultant jobs in Edmonton, AB
    • Salary Search: Senior Wealth Planning Consultant salaries in Edmonton, AB
    • See popular questions & answers about BMO Financial Group
    • Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
    • Ten years of relevant experience in all aspects of financial planning.
    • Prepare comprehensive financial plans that meet client’s specific needs in the areas of…
    • Develop and execute personalized tax planning and financial strategies, with expertise in family trusts, estate planning, and wealth optimization.
    • Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
    • You understand money at a level 99% of financial advisors never will.
    • Experience in financial services, insurance, or high-performance sales.
    • Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational…
  • View similar jobs with this employer
    • Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to…
    • Deliver on RBC’s vision to be among the world’s most trusted and successful financial institution.
    • Employee savings, profit-sharing, and pension options to help…
    • Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members,…
    • Meeting with clients to deliver financial planning advice.
    • Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create…
    • Meeting with clients to deliver financial planning advice.
    • Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create…
    • Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
    • Good working knowledge of financial industry.
    • Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
Get email updates for the latest Financial Planning Specialist jobs in Edmonton, AB

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Job Post Details

Scotiabank logo

Senior Financial Advisor - Edmonton Financial Centre - job post

Scotiabank
3.8 out of 5 stars
Edmonton, AB T5J 0K4
You must create an Indeed account before continuing to the company website to apply

Location

Edmonton, AB T5J 0K4

Full job description

Requisition ID: 268966

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


About the role

What your role will be…
Senior Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
  • Educating our customers, providing relevant insights and expert advice
  • Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
  • A Mutual Funds licence and completed CIFP Diploma

What we’re offering…

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities– for you and our customers.
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • You’ll receive clear, transparent criteria to progress in your career.
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Alberta : Edmonton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Let Employers Find YouUpload Your Resume