Join Scotiabank as an Investment Advisor focusing on client relationships in Guelph. Your expertise in retirement planning will drive client satisfaction and business growth.
As a Financial Planner at Scotiabank, you’re integral to the branch sales team, managing a portfolio of clients and exceeding investment sales goals. Your role includes conducting comprehensive client reviews and delivering customized financial strategies. You'll also leverage technology to enhance client interactions and ensure an effective planning process.
Key Responsibilities:
• Establish and deepen investment relationships with clients
• Deliver tailored financial planning advice and services
• Conduct thorough reviews on retirement and estate planning
• Engage and educate clients on financial options
• Meet financial targets while ensuring client satisfaction
Requirements:
• Proven experience in financial planning and investment sales
• CIFP/CFP designation or bank equivalent achieved
• Mutual Funds Representative certification in good standing
• Knowledge of competitive and regulatory environments
• Robust collaborative spirit in team settings
Harness your financial expertise at Scotiabank to create lasting client relationships in Guelph.
#J-18808-Ljbffr