Financial Advisor, Retirement & Wealth Planning

Location: Wasaga Beach

Advance your career as a Financial Advisor at Scotiabank in Wasaga Beach, Ontario, focusing on retirement and wealth planning. Shape financial futures by fostering strong client relationships and achieving sales goals.

In your role as a Financial Planner, you’ll actively contribute to a results-driven team focused on client outcomes. You’ll conduct in-depth financial reviews, deliver expert advice, and implement effective investment strategies tailored to each client’s needs. Relationship building and leveraging technology are essential for success in this position.

Key Responsibilities:

• Conduct in-depth client portfolio analyses and planning

• Provide trusted advice on investments and retirement

• Foster long-lasting relationships with clients

• Utilize technology for client interaction enhancement

• Track and achieve targeted sales goals

Requirements:

• Preference for experience in financial planning and investment sales

• Completed CIFP/CFP designation or recognized equivalent

• Certification for Mutual Funds Representative in good standing

• Understanding of economic and regulatory landscapes

• Collaborative and result-oriented mindset

Join Scotiabank to help clients navigate their financial journeys in Wasaga Beach.
#J-18808-Ljbffr