Wealth Planning Advisor in Brockville

Wealth Planning Advisor in Brockville

Brockville Full-Time 62100 - 75900 $ / year (est.) On-site
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At a Glance

  • Tasks: Help clients with retirement planning and wealth accumulation while building strong relationships.
  • Company: Join Scotiabank, a leading financial institution in Ontario.
  • Benefits: Competitive salary, relocation support, and opportunities for professional growth.
  • Other info: Dynamic work environment with a focus on personal and professional development.
  • Why this job: Make a real difference in clients' lives by providing expert financial advice.
  • Qualifications: Experience in financial planning and strong relationship-building skills.

The predicted salary is between 62100 - 75900 $ per year.

Scotiabank is hiring a Financial Advisor, Investment and Retirement Planning (FAIR) in Ontario.

You will manage a portfolio of clients, deepen investment and banking relationships, and meet deposit and investment sales goals through tailored financial planning.

You will conduct retirement planning, wealth accumulation and estate planning, delivering expert advice, educating clients, and growing long-standing relationships, with relocation support available.

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Wealth Planning Advisor in Brockville employer: Scotiabank

Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.

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Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Wealth Planning Advisor in Brockville

Financial Planning
Investment Planning
Retirement Planning
Wealth Accumulation
Estate Planning
Client Relationship Management
Sales Goals Achievement