Join Scotiabank as an Investment and Retirement Planner in Ontario, where your financial skills will drive client success. Develop personalized strategies to guide clients toward their financial goals. This role, known internally as Financial Advisor, focuses on building rapport with existing clients and those referred by branch partners.

You’ll conduct thorough reviews, foster solid relationships, and provide expert advice on wealth accumulation and retirement planning. Your ability to leverage technology will enhance client interactions and streamline processes. Key Responsibilities:

- Develop tailored financial strategies based on client needs
- Conduct detailed retirement and wealth planning reviews
- Educate clients about investment opportunities
- Engage clients using advanced planning tools
- Meet or exceed investment sales goals Requirements:
- Experience in financial planning and investment sales preferred
- CIFP/CFP designation or equivalent is required
- Certified Mutual Funds Representative
- Insight into economic conditions and market trends
- Goal-oriented and self-motivated approach Shape your financial advisory career with Scotiabank by helping clients in Lasalle realize their aspirations.

📌 Investment and Retirement Planner (Montreal)
🏢 Scotiabank
📍 Montreal