02 Oct
|
Scotiabank
|
Ottawa
Scotiabank is seeking a Financial Planner within our retail branch network in Fergus, Ontario. The role focuses on establishing and deepening investment and primary banking relationships, meeting sales goals, and delivering tailored financial strategies for an assigned client portfolio.
You will conduct retirement planning, wealth accumulation, and estate planning reviews, leveraging tools to provide trusted advice. A team-oriented, results‐driven mindset helps grow long‐term client engagements.
📌 Wealth Planner Investment & Retirement Strategy Ottawa
🏢 Scotiabank
📍 Ottawa