Expand your career as a Financial Advisor with Scotiabank in Port Hope, Ontario, focusing on investment and retirement planning. Be part of a successful, inclusive team dedicated to client success.

In this role, you'll contribute to the success of the retail branch's sales team by managing client portfolios and exceeding sales goals. You'll be instrumental in providing tailored financial solutions through proactive engagement and expert guidance on investment needs and retirement goals.

Key Responsibilities:
• Conduct detailed financial reviews and strategy sessions
• Foster engagement through client education and insights
• Develop personalized solutions to meet client objectives
• Utilize advanced technology to enhance service delivery




• Focus on achieving sales targets for sustained growth

Requirements:
• Experience in financial planning and investment sales is an asset
• CIFP/CFP or equivalent certification highly desirable
• Must hold Mutual Funds Representative certification
• Robust understanding of market trends and regulations
• Enjoy working in a teamwork-oriented environment

Leverage your financial expertise and interpersonal skills to effectively support clients at Scotiabank.
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📌 Scotiabank Financial Advisor Position (Ontario)
🏢 Scotiabank
📍 Ontario