at Scotiabank Global Banking and Markets
Investment BankingPosted 7 days ago
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**Responsible for comprehensive financial planning**, this **Senior-level Financial Planner** in Penticton, BC, crafts tailored strategies for clients' wealth management. **Key responsibilities include** assessing clients' financial status, setting long-term goals, and recommending suitable investments. **Required skills and experience**: Proven track record in financial planning, CERTIFIED FINANCIAL PLANNER® certification, strong communication skills, and proficiency in financial planning software like **Advice Access Plus**. **Minimum 5 years of experience** in a similar role essential.
- Compensation
- Not specified
- City
- Not specified
- Country
- Canada
Currency: Not specified
Full Job Description
Thank you for your interest. We are currently not accepting any further applicants for this role.
