Guide investment and retirement planning for Scotiabank clients in Guelph, using financial planning skills, investment sales expertise, and advanced technology tools.
As a Financial Planner in Scotiabank’s retail branch network, you contribute to branch sales success through assigned portfolio management. You establish investment and primary banking relationships with existing clients and branch referrals. Your work supports personalized financial strategies and sustainable investment business growth.
Key Responsibilities: Conduct in-depth retirement, wealth accumulation, and estate planning reviews
Deliver trusted investment and retirement planning advice
Identify client needs and craft personalized financial strategies
Educate clients while fostering solid engagement and relationships
Use technology tools to streamline financial planning processes
Requirements: Experience in financial planning and investment sales preferred
Completed CIFP, CFP, or bank-recognized equivalent designation
Mutual Funds Representative certification in good standing
Completed Investment Funds in Canada or recognized equivalent
Knowledge of markets, economic conditions, offerings, and regulations
Bring retirement planning, investment advice, and relationship-building expertise to Scotiabank’s Financial Planner team in Guelph.