Apply financial planning and investment sales expertise as a Financial Planner with Scotiabank in Woodstock, Ontario. Manage client portfolios and strengthen banking relationships.
Internally known as Financial Advisor, Investment and Retirement Planning, this position supports Scotiabank's retail branch sales team. You will pursue deposit and investment sales goals while serving assigned and referred clients. The work centers on retirement planning, wealth accumulation, estate planning, and personalized financial strategies.
Key Responsibilities:
- Manage an assigned portfolio of clients
- Conduct retirement, wealth accumulation, and estate planning reviews
- Provide trusted investment and retirement planning advice
- Build long-standing relationships with existing clients
- Use technology 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
- Knowledge of market trends and regulatory environments
- Comfort with collaborative, results-driven team cultures
Bring investment advice, retirement planning, and client relationship skills to Scotiabank's Financial Planner team in Woodstock.
Financial Planner Investment Retirement Planning in London 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.
