Excel as a Lead Financial Advisor at Scotiabank's Woodstock branch, specializing in Investment and Retirement Planning. Build lasting financial strategies for clients and achieve sales excellence.In this role, known internally as Financial Advisor, Investment and Retirement Planning (FAIR), your main focus will be cultivating robust investment and banking relationships. You will conduct detailed financial reviews and craft personalized strategies that cater to each client's unique needs.



Success in this position will require effective collaboration with team members and an emphasis on client satisfaction.Key Responsibilities:Perform comprehensive client reviews for financial planningDevelop personalized investment strategies for clientsEducate and foster long-term client engagementEmploy technology to enhance client interactionsStrive to meet or outperform established sales goalsRequirements:Preferred prior experience in financial planning or investment salesCIFP/CFP certification or bank-recognized equivalentValid Mutual Funds Representative qualificationIn-depth knowledge of market trends and regulationsProven ability to work in a collaborative environmentJoin Scotiabank to make a meaningful impact in clients' investment journeys.

📌 Lead Financial Advisor In Woodstock, Ontario
🏢 Scotiabank
📍 Woodstock