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 prospects
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