Join Scotiabank as a Financial Advisor in Markham, Ontario, where you will manage client relationships and drive investment growth strategies. Leverage your financial planning expertise to meet client goals while thriving in a supportive and high-performing culture.
In this role, you will be known as a Financial Planner within our retail branch network. Your responsibilities include establishing strong banking and investment relationships with clients, focusing on retirement strategies and wealth accumulation. You will integrate technology tools to optimize client interactions and contribute significantly to team success.
Key Responsibilities:
• Conduct comprehensive client financial reviews and retirement planning
• Develop personalized financial strategies based on client needs




• Educate clients with expert financial insights and advice
• Foster long-term banking relationships and enhance client experiences
• Achieve assigned deposit and investment sales targets
Requirements:
• Preferred experience in financial planning and investment sales
• Completed CIFP/CFP designation or equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulatory workplace
• Thrive in a cooperative, results-oriented workplace
Bring your financial expertise and customer-focused strategies to Scotiabank and make a lasting impact on our clients' financial journeys.
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📌 Financial Advisor At Scotiabank Markham
🏢 Scotiabank
📍 Markham