Scotiabank is seeking a dedicated Financial Planner with a focus on investment at Scarborough Town Centre. Use your financial knowledge to build meaningful client relationships and guide retirement plans. As a member of our branch sales team, you will contribute to achieving sales goals through sound management of an assigned client portfolio.

This role emphasizes the importance of delivering exceptional financial advice while maintaining long-term relationships. You will utilize advanced technology and strategies to help your clients meet their financial objectives. Key Responsibilities:
Conduct in-depth financial and estate planning reviews
Advise clients on investments and retirement strategies
Build robust client relationships based on trust
Educate clients on financial markets and investment options
Employ technology to enhance client experiences Requirements:
Preferred background in financial planning and investment sales
Completed CIFP/CFP designation or an equivalent
Certification as a Mutual Funds Representative
Familiarity with market offerings and regulations
Ability to thrive in a results-driven team workplace Help clients achieve their financial dreams as a Financial Planner with Scotiabank.

📌 Scarborough Financial Planner Investment Focus Toronto
🏢 Scotiabank
📍 Toronto