Elevate your career with Scotiabank as a Financial Advisor in Investment and Retirement Planning. Focus on clients' needs to drive sustainable growth in investments.

Based in Chelmsford, Ontario, as a Financial Planner, you will be instrumental in the branch's success. Your role involves managing an assigned client portfolio while leveraging your financial planning acumen to meet investment and banking relationship goals.

Engage deeply with clients, employing a consultative approach to create tailored financial solutions.

Key Responsibilities:

- Conduct thorough financial reviews and planning sessions
- Build lasting relationships with existing clients
- Provide expert investment and retirement advice
- Utilize advanced technology for streamlined planning
- Meet or exceed deposit and sales targets consistently

Requirements:

- Solid experience in financial planning and investment sales
- Completion of CIFP/CFP designation
- Certification as a Mutual Funds Representative
- Knowledgeable in economic conditions and regulations
- Thrives in a collaborative, results-oriented workplace

Leverage your skills to create impactful financial strategies for clients at Scotiabank.

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📌 Chelmsford Financial Advisor Opportunity (London)
🏢 Scotiabank
📍 London