Elevate financial planning careers with Scotiabank as a Financial Planner in Ontario. Help clients achieve their investment and retirement goals through tailored strategies and exceptional service. In this role, you will be integral to a branch sales team as a Financial Planner, focusing on client relationships and achieving sales targets.

Your expertise will drive client satisfaction while delivering trusted financial advice. Collaborate with partners and leverage advanced tools to enhance client engagement and streamline processes. Key Responsibilities:

- Conduct in-depth financial reviews including retirement and estate planning
- Build and deepen investment relationships with clients
- Educate clients on financial products and solutions
- Utilize technology to enhance client interactions
- Achieve sales goals while focusing on client experience

Requirements:

- Proven experience in financial planning and investment sales
- Completed CIFP/CFP designation or equivalent
- Certification as a Mutual Funds Representative
- Knowledge of market trends and regulations
- Solid motivation to exceed client expectations

Bring your financial planning expertise to Scotiabank and make a meaningful impact in Lasalle, Ontario.

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