Apply financial planning expertise in Markham as a Financial Planner focused on investment sales, retirement planning, and assigned client portfolios. Build trusted banking relationships.
At Scotiabank, this Financial Advisor, Investment and Retirement Planning role supports the retail branch sales team. You will manage assigned clients, meet negotiated deposit and investment sales goals, and deepen primary banking relationships. The work includes retirement planning, wealth accumulation, estate planning, and personalized financial strategies.
Key Responsibilities:
- Review client retirement, wealth accumulation, and estate planning needs
- Deliver trusted investment and retirement planning advice
- Develop personalized financial strategies and solutions
- Educate clients and provide expert insights
- Grow long-standing relationships and assigned investment portfolios
Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in positive standing
- Investment Funds in Canada or recognized equivalent completed
- Knowledge of markets, economic conditions, and regulatory requirements
Bring investment sales, retirement planning, and relationship management skills to Scotiabank’s Financial Planning team in Markham.