Drive client success as an Investment and Retirement Planning Advisor with Scotiabank in Markham, Ontario. Utilize your financial expertise to build solid banking relationships and achieve substantial growth for your assigned clients’ investments.

As a Financial Advisor, you will play a vital role in our retail branch sales team, focusing on deepening client investment and banking relations. You will perform in-depth financial reviews and promote sustainable business growth in your market area.

Your self-directed approach will aim at crafting personalized strategies that cater to individual client needs.

Key Responsibilities:
Manage client portfolios to meet investment goals
Navigate retirement and estate planning for clients
Engage clients with tailored financial advice and education




Leverage technology for effective client interactions
Meet defined sales targets while ensuring satisfaction

Requirements:
Experience in financial planning and sales preferred
CIFP/CFP designation or bank-recognized equivalent
Mutual Funds Representative certification valid and in positive standing
Knowledgeable about economic conditions and market trends
Ability to thrive in a team-oriented culture

Utilize your financial advisory skills to enhance client experiences and elevate their financial success at Scotiabank.
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📌 Investment And Retirement Planning Advisor Markham
🏢 Scotiabank
📍 Markham