Scotiabank is seeking a Financial Advisor in Chelmsford focused on Investment and Retirement Planning. Deliver expert financial solutions and cultivate robust client relationships. As part of the branch sales team, your primary responsibility will be to establish and enhance banking relationships while achieving sales goals.

You will manage a portfolio, uncovering opportunities to assist clients in achieving their financial objectives through comprehensive planning and customized strategies. Key Responsibilities:
Provide in-depth financial reviews for clients
Build and maintain personalized investment strategies
Engage clients with transparent financial advice and support
Use technology to improve client relationship management
Achieve sales targets while ensuring client satisfaction Requirements:
Preferred experience in financial planning and investments
CIFP/CFP designation or bank equivalent is required
Mutual Funds Representative certification in positive standing
Must be knowledgeable in market trends and regulations
Strong team collaborator with a results-driven focus Utilize your planning expertise to help clients secure their financial futures with Scotiabank.

📌 Financial Planner In Investment & Retirement Chelmsford
🏢 Scotiabank
📍 Chelmsford