Become an Investment and Retirement Advisor with Scotiabank in Cambridge, Ontario, and drive growth through personalized financial strategies. Establish deep connections with clients and enhance their financial goals.

As a Financial Planner, you are responsible for managing a portfolio and meeting both deposit and investment sales targets. Your expertise will help clients navigate retirement and wealth accumulation, utilizing advanced financial tools to deliver tailored advice.

Key Responsibilities:

- Review clients’ investment and retirement needs thoroughly
- Develop effective financial strategies for each client
- Engage and educate clients on market offerings
- Implement technology for productive financial planning
- Enhance client relationships to support long-term growth

Requirements:

- Preferred background in financial planning sales
- CIFP/CFP designation or recognized equivalent
- Certified Mutual Funds Representative with current licensing
- Knowledgeable about competitive market conditions
- Collaborative mindset in a results-oriented culture

Join Scotiabank to help clients achieve financial success while developing your advisory skills.

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📌 Investment and Retirement Advisor Scotiabank (Cambridge)
🏢 Scotiabank
📍 Cambridge