Join Scotiabank as an Investment and Retirement Planner in Mississauga, linking clients to financial success through tailored planning strategies. This role emphasizes building long-standing relationships founded on trust.

In this role, you will contribute to the branch's overall success by managing an assigned portfolio effectively. By conducting thorough financial reviews, you will help clients achieve their investment goals and retirement readiness. Your proactive approach and keen financial insight will be key in fostering client loyalty and satisfaction.

Key Responsibilities:
• Conduct thorough financial reviews for clients
• Develop tailored investment strategies for individuals
• Strengthen relationships through consistent client engagement




• Offer expert financial advice and insights
• Utilize technology to enhance financial planning processes

Requirements:
• Background in financial planning and investment sales
• CIFP/CFP designation or equivalent preferred
• Keeping current with market trends and regulations
• Team-oriented mindset with a focus on results
• Robust communication and relationship-building skills

Leverage your expertise in client relationships and strategic planning as you thrive at Scotiabank.
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📌 Investment & Retirement Planner - Mississauga (Ontario)
🏢 Scotiabank
📍 Ontario