Investment and Retirement Financial Advisor

Engage with clients as a Financial Advisor for Investment & Retirement Planning at Scotiabank in Scarborough, Ontario. Focus on building strong relationships and meeting investment goals.

As part of the branch sales team, you will excel in the Financial Advisor role, contributing to deposit and investment sales targets. Your expertise will guide clients through personalized financial strategies, utilizing financial planning skills to secure their retirement and wealth goals. Engage with a diverse portfolio of clients to foster deep, trust-based relationships.

Key Responsibilities:

• Conduct comprehensive client reviews for financial planning

• Deliver tailored investment advice and retirement strategies

• Utilize technology tools to enhance client experiences

• Foster strong client relationships for long-term satisfaction

• Achieve designated sales targets and business growth

Requirements:

• Experience in financial planning and investment sales

• Completed CIFP/CFP designation or equivalent

• Certification as a Mutual Funds Representative

• Understanding of market trends and regulatory environments

• Strong motivation and results-driven mindset

Make an impact in investment and retirement planning today as part of Scotiabank’s team in Scarborough.
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