Elevate your career with Scotiabank as a Financial Advisor, specializing in investment and retirement planning in Fergus, Ontario. Build client relationships and exceed sales goals in a collaborative environment.

As a Financial Planner within Scotiabank’s retail branch, you are essential to the branch sales team, meeting investment sales objectives through effective portfolio management. This role focuses on establishing deep banking relationships with existing clients and those referred by partners, enabling you to provide tailored financial strategies.

Key Responsibilities:
• Conduct in-depth client reviews for retirement and wealth planning
• Deliver trusted financial advice and uncover client needs
• Craft personalized financial strategies and solutions




• Foster strong client engagement and educate on financial matters
• Leverage technology tools to enhance planning processes

Requirements:
• Experience in financial planning and investment sales preferred
• Completed CIFP/CFP designation or recognized equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulatory workplace
• Thrive in a results-driven collaborative culture

Drive client satisfaction while achieving business targets as a Financial Advisor at Scotiabank.
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📌 Financial Advisor in Fergus, Ontario
🏢 Scotiabank
📍 Ontario