Join Scotiabank as a Financial Advisor focusing on Investment and Retirement Planning in Port Hope. Leverage your financial expertise to guide clients towards their wealth accumulation goals.
This financial planning role within our retail branch is integral to achieving sales goals through effective portfolio management. You will deepen existing relationships and uncover client needs to create personalized financial solutions. With the support of advanced tools, you will ensure client satisfaction while promoting the growth of proprietary investment business in your market area.
Key Responsibilities:
• Conduct thorough reviews for wealth and estate planning
• Provide trusted advice on investments and retirement
• Foster robust engagement and educate clients




• Utilize technology to streamline financial processes
• Focus on achieving personal and team performance targets
Requirements:
• Preferred experience in financial planning and sales
• CIFP/CFP designation or recognized equivalent
• Certification as a Mutual Funds Representative
• Awareness of economic conditions and regulatory settings
• Thrives in a cooperative and results-oriented culture
Contribute to client success through comprehensive financial planning at Scotiabank in Port Hope.
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📌 Investment And Retirement Financial Advisor Port Hope (Canada)
🏢 Scotiabank
📍 Canada