19 Aug
|
Scotiabank
|
Toronto
19 Aug
Scotiabank
Toronto
Shape financial futures as a Financial Advisor at Scotiabank, located in Toronto, Ontario. Your expertise in investment and retirement planning will guide clients through their financial journeys. As a member of the branch sales team, this Financial Planner role focuses on establishing critical client relationships while meeting deposit and investment sales goals.
You will provide clients with in-depth advice through tailored financial strategies, ensuring alignment with their goals. Engage with clients to foster strong, lasting relationships and utilize advanced tools to enhance their financial experiences. Key Responsibilities:
- Review clients' financial status and future needs
- Build lasting relationships with clients
- Craft personalized investment plans and advice
- Educate clients about finance and investment opportunities
- Leverage technology to streamline financial processes Requirements:
- Experience in financial planning is preferred
- CIFP/CFP designation or recognized equivalent completed
- Certified Mutual Funds Representative in positive standing
- Knowledge of economic conditions and regulations
- Results-driven mindset in teamwork culture Join Scotiabank and help clients achieve their investment and retirement goals in the vibrant city of Toronto.
📌 Scotiabank Financial Advisor Position (Toronto)
🏢 Scotiabank
📍 Toronto