Financial planning and investment sales define this Financial Planner role with Scotiabank in Kanata, Ontario. Manage assigned client portfolios and deepen trusted relationships.
Internally known as Financial Advisor, Investment and Retirement Planning, this branch-network role supports deposit and investment sales goals. You will conduct retirement, wealth accumulation, and estate planning reviews. You will also provide personalized investment advice, educate clients, and use financial planning tools and technology.
Key Responsibilities:
- Manage assigned client portfolios and contribute to sales goals
- Conduct retirement, wealth accumulation, and estate planning reviews
- Uncover client needs and provide trusted investment advice
- Craft personalized financial strategies and solutions
- Build lasting relationships with clients and branch partners
Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in positive standing
- Completed Investment Funds in Canada or recognized equivalent
- Knowledge of market trends, economic conditions, and regulations
Apply financial planning, investment advice, and relationship-building expertise as a Financial Planner serving Scotiabank clients in Kanata.