16 Oct
|
Scotiabank
|
Mississauga
16 Oct
Scotiabank
Mississauga
Shape your future with Scotiabank as a Financial Planning Advisor in Mississauga, focusing on Investment and Retirement Planning. This opportunity lets you directly impact clients' financial well-being through effective advice.As an integral member of the branch sales team, you will manage client portfolios while exceeding sales targets. Your role will involve deepening client relationships through in-depth financial planning sessions and personalized strategies. Embrace a culture that values contributions and encourages growth in an inclusive environment.Key Responsibilities:Conduct in-depth client financial assessmentsCraft personalized investment and retirement plansEducate clients and build lasting relationshipsUtilize advanced financial tools for client interactionsDrive business growth through targeted client engagementRequirements:Experience in financial planning and investments requiredCIFP/CFP designation or equivalent successful completionCertification as a Mutual Funds Representative requiredKnowledge of regulatory setting essentialResults-oriented and collaborative approachBring your financial insights and commitment to excellence to Scotiabank in Mississauga.
📌 Scotiabank Financial Planning Advisor (Mississauga)
🏢 Scotiabank
📍 Mississauga