Join our winning team as an Investment and Retirement Financial Advisor in Guelph, Ontario. Focus on client relationship growth while leveraging your financial planning expertise to meet targets in a team-oriented environment. As a key member of the sales team, you’ll work to deepen investment relationships with assigned clients and prospects.

Deliver personalized advice while conducting comprehensive reviews that address retirement, wealth accumulation, and estate planning goals. Foster client engagement and utilize technology to create productive financial strategies. Key Responsibilities:
Establish and deepen client investment and banking relationships
Conduct in-depth financial planning reviews for clients
Provide expert financial advice to meet client goals




Educate clients and enhance their understanding of investments
Focus on achieving sales targets while prioritizing client satisfaction Requirements:
Background in financial planning and investment sales preferred
CIFP/CFP designation or comparable qualification
Mutual Funds Representative certification, maintained in positive standing
Understanding of market conditions and regulatory context
Ability to thrive in a results-driven team culture Leverage your skills to drive client success and grow your career in financial advisory.

📌 Investment And Retirement Financial Advisor Guelph
🏢 Scotiabank
📍 Guelph