Elevate your financial career at Scotiabank as a Financial Advisor specializing in Investment and Retirement Planning in Port Hope. Deliver exceptional client service while meeting financial goals. As a Financial Planner within our network, you will play a significant role in shaping client relationships and managing portfolios.

The position calls for a proactive approach to identifying client needs and crafting tailored financial strategies. You will engage clients through education and expert advice, while fostering long-lasting relationships and utilizing advanced technology. Key Responsibilities:

- Perform detailed financial and retirement reviews for clients
- Develop personalized investment strategies aligned with goals




- Build robust client relationships through engagement
- Use technology to improve client interaction and planning
- Achieve performance targets while maintaining client satisfaction Requirements:
- Background in financial planning and investment sales preferred
- CIFP/CFP designation or bank-recognized equivalent
- Fully certified as a Mutual Funds Representative
- Knowledge of market trends and competitive offerings
- Team orientation in a results-driven environment Make a significant impact on clients’ financial futures with Scotiabank in Port Hope.

📌 Scotiabank Financial Advisor, Wealth Management (Port Hope)
🏢 Scotiabank
📍 Port Hope