Excel as a Lead Financial Advisor at Scotiabank’s Woodstock branch, specializing in Investment and Retirement Planning. Build lasting financial strategies for clients and achieve sales excellence. In this role, known internally as Financial Advisor, Investment and Retirement Planning (FAIR), your main focus will be cultivating strong investment and banking relationships.

You will conduct detailed financial reviews and craft personalized strategies that cater to each client's unique needs. Success in this position will require effective collaboration with team members and an emphasis on client satisfaction. Key Responsibilities:

- Perform comprehensive client reviews for financial planning
- Develop personalized investment strategies for clients




- Educate and foster long-term client engagement
- Employ technology to enhance client interactions
- Strive to meet or outperform established sales goals Requirements:
- Preferred prior experience in financial planning or investment sales
- CIFP/CFP certification or bank-recognized equivalent
- Valid Mutual Funds Representative qualification
- In-depth knowledge of market trends and regulations
- Proven ability to work in a collaborative workplace Join Scotiabank to make a meaningful impact in clients' investment journeys.

📌 Lead Financial Advisor in Woodstock, Ontario
🏢 Scotiabank
📍 Woodstock