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.