Join Scotiabank as a Financial Advisor specializing in Investment and Retirement Planning. Grow client relationships and exceed sales goals through tailored financial strategies.
As a Financial Planner in Chelmsford, Ontario, you will be part of a dedicated branch sales team. Your mission includes driving deposit and investment sales goals while managing an assigned portfolio of clients. Utilize financial planning tools to conduct comprehensive reviews focused on retirement and estate planning to meet client needs effectively.
Key Responsibilities:
• Conduct detailed reviews for assigned clients
• Deliver personalized financial strategies and insights
• Build and nurture investment and banking relationships
• Leverage technology to enhance client interactions
• Achieve sales targets while prioritizing client satisfaction
Requirements:
• Experience in financial planning and investment sales
• CIFP/CFP designation or equivalent completed
• Certification as a Mutual Funds Representative
• Robust understanding of market trends and regulations
• Cooperative mindset thriving in team culture
Bring your financial expertise and relationship-building skills to help clients achieve their future goals at Scotiabank.
J-18808-Ljbffr