Elevate your financial advisory career with Scotiabank as a Financial Planner in Woodstock, Ontario. This role focuses on building affluent client relationships through personalized investment advice and service delivery. As a Financial Planner, you will utilize your entrepreneurial skills to connect with both external and internal clients.

Your primary responsibilities will include developing recent client relationships and strengthening existing ones. By leveraging Scotiabank's resources, you will ensure the best client experiences and outcomes. Key Responsibilities:
Drive investment sales and client acquisition
Identify business development prospects in market area
Execute business development plans for existing clients
Provide tailored financial planning advice
Participate in local community and skilled events Requirements:
3 years of experience in financial planning
Mutual fund and CIRO licensing requirements
Completed PFP® or CFP® designation
Proven client acquisition and networking skills
Valid driver's license and access to a vehicle Deliver personalized financial planning and investment solutions to clients, helping them achieve their financial goals with confidence.

📌 Financial Planner In Woodstock, Ontario
🏢 Scotiabank
📍 Woodstock