Financial Planner Ontario

Elevate your financial advisory career with Scotiabank as a Financial Planner in Woodstock, Ontario. This role focuses on building affluent client relationships through personalized investment advice and service delivery.

As a Financial Planner, you will utilize your entrepreneurial skills to connect with both external and internal clients. Your primary responsibilities will include developing new client relationships and strengthening existing ones. By leveraging Scotiabank's resources, you will ensure the best client experiences and outcomes.

Key Responsibilities:

• Drive investment sales and client acquisition

• Identify business development opportunities in market area

• Execute business development plans for existing clients

• Provide tailored financial planning advice

• Participate in local community and professional events

Requirements:

• 3 years of experience in financial planning

• Mutual fund and CIRO licensing requirements

• Completed PFP® or CFP® designation

• Proven client acquisition and networking skills

• Valid driver's license and access to a vehicle

Deliver personalized financial planning and investment solutions to clients, helping them achieve their financial goals with confidence.