Join Scotiabank as an Investment and Retirement Planning Advisor, delivering expert financial advice in Fergus, Ontario. Focus on investment growth while enhancing client relationships and portfolio management.

In the role of Financial Planner, you will be part of Scotiabank’s branch sales team, responsible for contributing to deposit and investment sales goals. Your primary mission is to deepen the financial relationships with current clients and those referred. Effective management of your client portfolio leads to crafting personalized financial strategies that meet diverse needs.

Key Responsibilities:
• Conduct comprehensive reviews of assigned client portfolios
• Identify and address client financial needs and goals
• Develop tailored retirement and investment strategies




• Build lasting relationships and provide exceptional client experiences
• Utilize technology to streamline financial planning interactions

Requirements:
• Proven experience in financial planning and investment sales
• CIFP/CFP designation or equivalent qualification
• Certification as a Mutual Funds Representative
• Awareness of market dynamics and regulatory issues
• Ability to work collaboratively in a high-performing team

Utilize your financial expertise to drive success for Scotiabank clients in Fergus.
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📌 Investment and Retirement Planning Advisor (Ontario)
🏢 Scotiabank
📍 Ontario