Financial Planner

Position: Financial Planner at Scotiabank
Elevate your financial advisory career at Scotiabank in Oshawa as a Financial Planner. Specialize in investment and retirement planning while building strong client relationships to achieve your sales targets.

In this pivotal role, you will manage a diverse portfolio, providing trusted investment advice and personalized financial strategies. With a focus on relationship building and comprehensive financial reviews, you will empower clients to reach their financial goals and aspirations.

Key Responsibilities:

• Conduct in-depth retirement and estate planning for clients

• Offer tailored financial strategies based on unique client needs

• Engage clients with expert insights and sound advice

• Utilize advanced technology tools for efficient planning

• Maintain focus on client satisfaction and sales performance

Requirements:

• Experience in financial planning and investment sales essential

• CIFP/CFP designation or equivalent certification required

• Mutual Funds Representative certification in good standing

• Strong knowledge of market trends and regulations

• Team-oriented and results-driven approach needed

Transform client relationships by leveraging your investment insights at Scotiabank in Oshawa.
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