Guide investment and retirement planning for Scotiabank clients in Guelph, using financial planning skills, investment sales expertise, and advanced technology tools.
As a Financial Planner in Scotiabank's retail branch network, you contribute to branch sales success through assigned portfolio management. You establish investment and primary banking relationships with existing clients and branch referrals. Your work supports personalized financial strategies and sustainable investment business growth.
Key Responsibilities:
- Conduct in-depth retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Identify client needs and craft personalized financial strategies
- Educate clients while fostering strong engagement and relationships
- Use technology tools to streamline financial planning processes
Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in good standing
- Completed Investment Funds in Canada or recognized equivalent
- Knowledge of markets, economic conditions, offerings, and regulations
Bring retirement planning, investment advice, and relationship-building expertise to Scotiabank's Financial Planner team in Guelph.
Financial Planner Investment Retirement Planning 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.
