Financial Planner, Scotia Financial Planning - Lethbridge

Lethbridge, Alberta, Canada • Posted March 22, 2026

Job Type: Full-time

Location: Lethbridge, Alberta

Posted: March 22, 2026

Category: Financial Specialists

Application Deadline: May 01, 2026

Role Description

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 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 ...
                

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