Financial planning and investment sales define this Toronto opportunity 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.

Key Responsibilities:

- Conduct in-depth retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Craft personalized financial strategies and solutions
- Educate clients and provide expert insights




- Manage portfolios while meeting deposit and investment sales goals

Requirements:

- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in valuable standing
- Knowledge of offerings, market trends, economic conditions, and regulations
- Collaborative, results-driven team approach

Bring financial planning, investment advice, and relationship-building expertise to Scotiabank clients across Toronto’s retail branch network.

📌 Financial Planner Investment Retirement Toronto (Canada)
🏢 Scotiabank
📍 Canada