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 positive 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.

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