Join our purpose-driven team as a Financial Advisor in Oshawa, Ontario, specializing in Investment and Retirement Planning. Provide clients with vital financial insights and strategies. As a member of the branch sales team, you will play a crucial role in exceeding sales goals while establishing solid investment and banking relationships.

You will leverage your financial expertise to conduct comprehensive reviews and deliver personalized financial advice that directly addresses client needs, enhancing their overall experience and satisfaction. Key Responsibilities:
Conduct thorough financial reviews for recommended clients
Identify needs and craft personalized financial solutions
Deliver expert advice focused on investments and retirement




Engage clients to educate and provide valuable insights
Utilize advanced technology for streamlined financial planning Requirements:
Preferred experience in financial planning and sales
CIFP/CFP designation or recognized equivalent
Certification as Mutual Funds Representative
In-depth understanding of market trends and regulations
Thrive in a team-oriented and results-focused workplace Make a significant impact on clients' financial futures as a Financial Advisor in Oshawa.

📌 Financial Advisor In Oshawa, Ontario
🏢 Scotiabank
📍 Oshawa