Scotiabank seeks a Financial Planner in Woodstock, Ontario, to manage client portfolios and grow investment relationships through expert advice. Use curiosity and planning skills to uncover needs.
As a Financial Advisor, Investment and Retirement Planning, you will support retail branch sales success through assigned clients and branch referrals. The position centers on deepening primary banking and investment relationships, delivering personalized strategies, and balancing client satisfaction with business growth. Advanced technology tools support client interactions and financial planning processes.
Key Responsibilities: Manage an assigned portfolio of existing clients
Establish relationships with clients referred by branch partners
Uncover client needs through curiosity and financial planning
Leverage technology to streamline planning processes
Achieve negotiated deposit and investment sales goals
Requirements: Experience in financial planning and investment sales preferred
CIFP, CFP, or recognized equivalent designation completed
Mutual Funds Representative certification meeting licensing requirements
Investment Funds in Canada or recognized equivalent completed
Understanding of competitive offerings and economic conditions
Use portfolio management, financial planning, and investment relationship skills to support Scotiabank clients and sales results in Woodstock.