Scotiabank seeks a Financial Planner in Woodstock, Ontario, to manage client portfolios and grow investment relationships through expert advice. Use curiosity and planning skills to uncover needs.
As a Financial Advisor, Investment and Retirement Planning, you will support retail branch sales success through assigned clients and branch referrals. The position centers on deepening primary banking and investment relationships, delivering personalized strategies, and balancing client satisfaction with business growth. Advanced technology tools support client interactions and financial planning processes.
Key Responsibilities:
- Manage an assigned portfolio of existing clients
- Establish relationships with clients referred by branch partners
- Uncover client needs through curiosity and financial planning
- Leverage technology to streamline planning processes
- Achieve negotiated deposit and investment sales goals
Requirements:
- Experience in financial planning and investment sales preferred
- CIFP, CFP, or recognized equivalent designation completed
- Mutual Funds Representative certification meeting licensing requirements
- Investment Funds in Canada or recognized equivalent completed
- Understanding of competitive offerings and economic conditions
Use portfolio management, financial planning, and investment relationship skills to support Scotiabank clients and sales results in Woodstock.
Scotiabank Financial Planner Client Portfolio 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.
