Financial Planner Dundas
Job Description & How to Apply Below
Elevate financial health with Scotiabank as a Financial Planner in Dundas, Ontario. Utilize your expertise in investment and retirement planning to create personalized strategies for clients.
As a Financial Advisor within Scotiabank's retail branch, you will contribute to the branch's success by managing a portfolio of clients and achieving investment sales targets.
Your role emphasizes building and deepening banking relationships, conducting in-depth financial reviews, and providing trusted advice to clients regarding their financial goals.
Key Responsibilities:
• Conduct retirement and wealth accumulation planning reviews
• Deliver personalized investment advice and solutions
• Foster strong client engagement through education and insights
• Leverage technology tools to enhance client interactions
• Achieve targets focused on client satisfaction and growth
Requirements:
• Experience in financial planning and investment sales preferred
• Completed CIFP/CFP designation or equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulatory environment
• Thrives in a collaborative team culture
Bring your financial planning skills and dedication to client service to Scotiabank in Dundas.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×