Apply financial planning and investment sales expertise as a Financial Planner with Scotiabank in Woodstock, Ontario. Manage client portfolios and strengthen banking relationships.
Internally known as Financial Advisor, Investment and Retirement Planning, this position supports Scotiabank’s retail branch sales team. You will pursue deposit and investment sales goals while serving assigned and referred clients. The work centers on retirement planning, wealth accumulation, estate planning, and personalized financial strategies.
Key Responsibilities: Manage an assigned portfolio of clients
Conduct retirement, wealth accumulation, and estate planning reviews
Provide trusted investment and retirement planning advice
Build long-standing relationships with existing clients
Use technology 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
Knowledge of market trends and regulatory environments
Comfort with team-oriented, results-driven team cultures
Bring investment advice, retirement planning, and client relationship skills to Scotiabank’s Financial Planner team in Woodstock.

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📌 Financial Planner Investment Retirement Planning (Ontario)
🏢 Scotiabank
📍 Ontario