30 Jul
|
Scotiabank
|
Toronto
30 Jul
Scotiabank
Toronto
Engage with clients as a Financial Advisor for Investment & Retirement Planning at Scotiabank in Scarborough, Ontario. Focus on building solid 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 solid 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
Solid motivation and results-driven mindset Make an impact in investment and retirement planning today as part of Scotiabank’s team in Scarborough.
📌 Investment And Retirement Financial Advisor Toronto
🏢 Scotiabank
📍 Toronto