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 robust 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 workplace
Thrives in a cooperative team culture Bring your financial planning skills and dedication to client service to Scotiabank in Dundas.