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 solid 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 collaborative team culture Bring your financial planning skills and dedication to client service to Scotiabank in Dundas.

📌 Financial Planner at Scotiabank Dundas (Canada)
🏢 Scotiabank
📍 Canada