Elevate your financial planning career with Scotiabank in Port Hope, Ontario. Join a high-performing team as a Financial Planner focusing on investment and retirement strategies.

As a Financial Advisor, Investment and Retirement Planning (FAIR), you will play a key role in the retail branch network, helping clients achieve their financial goals. Your responsibilities include managing client portfolios, conducting in-depth financial reviews, and building long-term relationships through personalized advice and expert insights.

Key Responsibilities:



• Conduct retirement and wealth accumulation reviews for clients • Craft personalized financial strategies based on client needs • Deliver trusted advice on investment and retirement planning • Foster strong client engagement and education • Leverage advanced technology tools to enhance planning processes

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

Use your expertise to foster client relationships and drive growth in this impactful role at Scotiabank. #J-18808-Ljbffr

📌 Financial Planner at Scotiabank (Winnipeg)
🏢 Scotiabank
📍 Winnipeg