Scarborough Financial Planner - Investment Focus

Scotiabank is seeking a dedicated Financial Planner with a focus on investment at Scarborough Town Centre. Use your financial knowledge to build meaningful client relationships and guide retirement plans.

As a member of our branch sales team, you will contribute to achieving sales goals through sound management of an assigned client portfolio. This role emphasizes the importance of delivering exceptional financial advice while maintaining long-term relationships. You will utilize advanced technology and strategies to help your clients meet their financial objectives.

Key Responsibilities:

• Conduct in-depth financial and estate planning reviews

• Advise clients on investments and retirement strategies

• Build strong client relationships based on trust

• Educate clients on financial markets and investment options

• Employ technology to enhance client experiences

Requirements:

• Preferred background in financial planning and investment sales

• Completed CIFP/CFP designation or an equivalent

• Certification as a Mutual Funds Representative

• Familiarity with market offerings and regulations

• Ability to thrive in a results-driven team environment

Help clients achieve their financial dreams as a Financial Planner with Scotiabank.
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