Shape personalized investment strategies at Scotiabank in Woodstock, Ontario, using retirement planning expertise and advanced financial planning tools. Help clients pursue their financial goals.
This Financial Planner role, internally called Financial Advisor, Investment and Retirement Planning, serves clients within the retail branch network. You will conduct detailed reviews, provide trusted advice, and develop investment and retirement solutions. The work includes wealth accumulation, estate planning, client education, and relationship growth across an assigned market area.
Key Responsibilities: Review retirement, wealth accumulation, and estate planning needs
Provide expert advice regarding client investments
Develop personalized strategies aligned with identified needs




Foster engagement through education and financial insights
Grow sustainable proprietary investment business
Requirements: Preferred experience in financial planning and investment sales
Successfully completed CIFP, CFP, or bank equivalent
Mutual Funds Representative certification in valuable standing
Investment Funds in Canada or bank-recognized equivalent completed
Knowledge of regulatory environments and competitive market offerings
Apply retirement planning, investment advice, and relationship-building expertise as Scotiabank’s Financial Planner serving Woodstock clients.

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📌 Investment Retirement Planning Advisor (Ontario)
🏢 Scotiabank
📍 Ontario