Scotiabank seeks a Financial Planner in Woodstock, Ontario, to deepen investment relationships and deliver personalized advice through effective client portfolio management.
As a Financial Advisor, Investment and Retirement Planning, you will contribute to retail branch success by meeting negotiated deposit and investment sales goals. You will establish relationships with assigned clients and branch referrals. Your work includes uncovering needs, educating clients, and developing financial strategies for retirement, wealth accumulation, and estate planning.
Key Responsibilities: Establish and deepen investment and primary banking relationships
Identify client needs and craft personalized financial solutions
Educate clients and deliver expert financial insights




Support proprietary investment business growth in the market
Balance client satisfaction with business growth targets
Requirements: Financial planning and investment sales experience preferred
CIFP, CFP, or recognized equivalent successfully completed
Investment Funds in Canada or equivalent completed
Mutual Funds Representative certification meeting licensing requirements
Understanding of competitive offerings and economic conditions
Use financial planning expertise, investment knowledge, and relationship-building ability to support Scotiabank clients and growth in Woodstock.

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📌 Scotiabank Financial Planner Woodstock (Ontario)
🏢 Scotiabank
📍 Ontario