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 solid 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 workplace
• Thrive in a cooperative, results-driven team culture

Use your expertise to foster client relationships and drive growth in this impactful role at Scotiabank.
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📌 Financial Planner At Scotiabank Ontario
🏢 Scotiabank
📍 Ontario