Drive client success as a Financial Planner with Scotiabank in Guelph. Utilize investment planning expertise to manage client portfolios and foster long-term financial relationships.
Scotiabank is seeking an experienced Financial Planner to join the retail branch network in Guelph, Ontario. Your main role is to build investment and banking relationships with assigned clients and branch referrals. Key tasks include conducting retirement planning, wealth accumulation strategies, and offering expert advice tailored to client needs.
Key Responsibilities:
• Conduct in-depth financial reviews for assigned clients
• Provide personalized investment and retirement strategies
• Educate clients and deliver expert financial insights
• Foster solid client relationships and engagement
• Utilize advanced technology for streamlined planning
Requirements:
• Experience in financial planning and investment sales
• Completed CIFP/CFP designation or equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulatory environment
• Thrives in a results-driven team culture
Become a part of Scotiabank and enhance client relationships through expert financial planning.
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