Drive client success as a Financial Planner in Woodstock with Scotiabank. Build and enhance investment relationships while achieving financial goals for assigned clients.

In the Financial Advisor role, you will be an integral part of Scotiabank’s retail branch sales team. Your primary focus will be on establishing solid banking and investment connections with existing customers as well as referrals. Effective portfolio management is key as you promote growth in proprietary investment business and ensure client satisfaction by exceeding sales goals.

Key Responsibilities:
• Conduct in-depth investment and retirement reviews for clients
• Deliver trusted financial advice addressing client needs
• Craft tailored financial strategies and solutions




• Educate clients and foster long-term relationships
• Utilize technology to streamline the financial planning process

Requirements:
• Experience in financial planning and investment sales preferred
• CIFP/CFP designation or equivalent completed
• Certification as Mutual Funds Representative required
• Knowledge of market trends and regulatory conditions
• Collaborative mindset thriving in team environments

Leverage your financial planning expertise to make a significant impact at Scotiabank in Woodstock.
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📌 Financial Planner at Scotiabank in Woodstock (Ontario)
🏢 Scotiabank
📍 Ontario