Embark on a rewarding career as a Financial Planner with Scotiabank in Markham, Ontario. Develop solid client relationships while strategically managing investments and banking services tailored to their financial aspirations. In this role, you will act as a key member of the branch sales team known for driving investment success.

You will conduct financial assessments and create bespoke strategies for clients across retirement planning and wealth management. This position demands a goal-oriented mindset while focusing on excellent client service and engagement. Key Responsibilities:
Conduct financial assessments for clients and plan retirement
Provide expert advice on investments and banking solutions
Build trust and rapport with clients to enhance service




Utilize advanced tools to streamline financial planning processes
Focus on achieving business growth and client satisfaction Requirements:
Experience in financial planning and investment sales preferred
CIFP/CFP designation or equivalent is a must
Valid Mutual Funds Representative certification required
Understanding of market trends and competitive offerings
Collaborate effectively in a results-driven team culture Bring your analytical acumen and passion for finance to Scotiabank and help clients achieve their financial goals.

📌 Scotiabank Financial Planner Role Markham
🏢 Scotiabank
📍 Markham