Investment and Retirement Financial Planner

Elevate your financial planning career as a Financial Planner at Scotiabank in Dundas, Ontario. Focus on building long-term relationships while achieving investment and deposit sales goals with your clients.

As a Financial Planner, internally known as Financial Advisor in the Scotia Financial Planning division, you will join a collaborative team.

Your role is crucial in establishing investment and banking relationships with clients, leveraging advanced tools to optimize our service. You will contribute to both client satisfaction and business growth through effective financial strategies.

Key Responsibilities:

• Conduct in-depth financial reviews for assigned clients

• Deliver expert advice on investments and retirement planning

• Establish and deepen banking relationships with clients

• Educate clients on financial goals while fostering engagement

• Utilize technology to streamline client interactions

Requirements:

• Financial planning and investment sales experience preferred

• Completed CIFP/CFP designation or equivalent

• Mutual Funds Representative certification in good standing

• Knowledge of market trends and regulatory environment

• Strong goal-oriented mindset and collaborative skills

Channel your expertise in financial planning and investment sales to make a meaningful impact at Scotiabank.