Financial planning and investment sales define this Toronto chance with Scotiabank. Manage assigned clients while supporting deposit and investment goals. As a Financial Planner, Investment and Retirement Planning, you will work within Scotiabank’s retail branch network.
You will deepen investment and primary banking relationships with assigned clients and referrals. Retirement planning, wealth accumulation, estate planning, and personalized financial strategies shape your client conversations. Conduct in-depth retirement, wealth accumulation, and estate planning reviews Deliver trusted investment and retirement planning advice Manage portfolios while meeting deposit and investment sales goals Experience in financial planning and investment sales preferred Completed CIFP, CFP, or bank-recognized equivalent designation Knowledge of offerings, market trends, economic conditions, and regulations Bring financial planning, investment advice, and relationship-building expertise to Scotiabank clients across Toronto’s retail branch network. #