Financial Planner Dundas

Position: Financial Planner at Scotiabank Dundas
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.