Elevate your career as a Financial Advisor in Fergus, Ontario with Scotiabank. This role focuses on delivering personalized investment and retirement planning to meet clients' financial goals.

As part of Scotiabank’s retail branch network, you will contribute to the sales team by managing a portfolio of clients and meeting deposit and investment sales targets. Key responsibilities include conducting financial reviews and crafting tailored strategies for wealth accumulation and estate planning, all while leveraging advanced technology to enhance client interactions.

Key Responsibilities:
• Conduct in-depth financial reviews and retirement planning
• Provide personalized investment strategies for clients
• Foster strong relationships and educate on investment options




• Utilize technology to streamline financial processes
• Achieve sales targets for client satisfaction and growth

Requirements:
• Experience in financial planning and investment sales preferred
• CIFP/CFP designation or equivalent completion required
• Certification as a Mutual Funds Representative in positive standing
• Knowledge of market trends and regulatory environment
• Collaborative mindset in a results-driven culture

Join Scotiabank and leverage your financial planning expertise to build lasting client relationships in Fergus.
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📌 Scotiabank Financial Advisor in Fergus (Ontario)
🏢 Scotiabank
📍 Ontario