Shape investment and retirement planning in Toronto with Scotiabank, using financial planning skills and advanced technology tools. Manage assigned client portfolios and grow relationships.
As a Financial Planner in Scotiabank's retail branch network, you contribute to branch sales success by meeting negotiated deposit and investment goals. Establish and deepen primary banking relationships with assigned and referred clients. Provide trusted advice, personalized strategies, and insights supporting financial goals. Build sustainable proprietary investment business in your assigned market area.
Key Responsibilities:
- Conduct in-depth retirement, wealth accumulation, and estate planning reviews
- Uncover client needs and provide trusted investment advice
- Craft personalized financial strategies and solutions
- Educate clients,
offer insights, and deliver expert advice
- Use advanced technology tools to streamline planning processes
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 equivalent
- Knowledge of markets, economic conditions, and regulatory environments
Apply financial planning, investment sales, and relationship-building expertise as Scotiabank's Toronto Financial Planner supporting client goals.