Join Scotiabank's dedicated team in Port Hope, Ontario as an Investment and Retirement Advisor. This role emphasizes client relationships and effective financial planning strategies. Internally known as a Financial Planner, you will manage a client portfolio to meet investment and retirement goals. Your focus will be on establishing and deepening client relationships through comprehensive financial reviews and advice on wealth accumulation and estate planning. Key Responsibilities:

- Manage investment and banking relationships with clients
- Provide comprehensive retirement planning and insights
- Educate clients on investment opportunities and strategies
- Build and maintain long-standing client relationships
- Utilize technology tools to streamline financial planning

Requirements:

- Preferably experienced in financial planning and investment sales
- CIFP/CFP designation or equivalent completed
- Valuable standing as a Mutual Funds Representative
- Understanding of economic conditions and market trends
- Collaborative spirit within a results-driven team environment

Make a difference in the lives of clients while enhancing your financial planning expertise at Scotiabank.

📌 Investment & Retirement Advisor Role (Port Hope)
🏢 Scotiabank
📍 Port Hope