Elevate financial health with Scotiabank as a Financial Planner in Dundas, Ontario. Utilize your expertise in investment and retirement planning to create personalized strategies for clients. As a Financial Advisor within Scotiabank's retail branch, you will contribute to the branch's success by managing a portfolio of clients and achieving investment sales targets.

Your role emphasizes building and deepening banking relationships, conducting in-depth financial reviews, and providing trusted advice to clients regarding their financial goals. Key Responsibilities:

- Conduct retirement and wealth accumulation planning reviews
- Deliver personalized investment advice and solutions
- Foster strong client engagement through education and insights
- Leverage technology tools to enhance client interactions
- Achieve targets focused on client satisfaction and growth Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP/CFP designation or equivalent
- Certification as a Mutual Funds Representative
- Knowledge of market trends and regulatory environment
- Thrives in a cooperative team culture Bring your financial planning skills and dedication to client service to Scotiabank in Dundas.

📌 Financial Planner at Scotiabank Dundas (Northeastern Ontario)
🏢 Scotiabank
📍 Northeastern Ontario