Financial Advisor — Holistic Planning & Client Growth Ontario

Financial Advisor — Holistic Planning & Client Growth Ontario

01 Sep
|
Scotiabank
|
Ontario

01 Sep

Scotiabank

Ontario

Scotiabank is seeking a Financial Advisor to join our Ontario branch network in Port Hope, Canada. You will engage clients with a customer-centric approach, uncover their needs, and build holistic plans that align with their financial goals.
The role emphasizes education, advice, and ongoing relationship management to drive branch growth and customer outcomes. The ideal candidate will hold a Mutual Funds licence or be actively pursuing the CIFP Diploma, with a proven ability to meet sales
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📌 Financial Advisor — Holistic Planning & Client Growth Ontario
🏢 Scotiabank
📍 Ontario

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