Shape retirement and investment strategies for Scotiabank clients in Woodstock, Ontario, using financial planning tools, curiosity, and trusted advice.
Known internally as Financial Advisor, Investment and Retirement Planning, this Financial Planner serves within the retail branch network. You will review client circumstances, recommend personalized strategies, and develop sustainable investment business. The assignment includes existing clients and referrals from branch partners, with responsibility for negotiated deposit and investment sales goals.
Key Responsibilities: Review client goals using financial planning skills and tools
Deliver trusted advice about investments and retirement planning
Foster engagement through education and relevant insights




Grow relationships across an assigned client portfolio
Leverage advanced technology during client interactions
Requirements: Preferred experience in investment sales and financial planning
CIFP, CFP, or bank-recognized designation completed
Mutual Funds Representative certification in positive standing
Knowledge of regulatory environments and market trends
Goal-oriented approach in collaborative results-driven teams
Apply retirement planning, investment sales, and financial strategy skills while serving Scotiabank clients through Woodstock’s branch network.

#J-18808-Ljbffr

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