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 robust 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 needsConduct detailed retirement and wealth planning reviewsEducate clients about investment opportunitiesEngage clients using advanced planning toolsMeet or exceed investment sales goalsRequirements:Experience in financial planning and investment sales preferredCIFP/CFP designation or equivalent is requiredCertified Mutual Funds RepresentativeInsight into economic conditions and market trendsGoal-oriented and self-motivated approachShape your financial advisory career with Scotiabank by helping clients in Lasalle realize their aspirations.

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