Scotiabank seeks a Financial Planner in Woodstock, Ontario, to deepen investment relationships and deliver personalized advice through effective client portfolio management.
As a Financial Advisor, Investment and Retirement Planning, you will contribute to retail branch success by meeting negotiated deposit and investment sales goals. You will establish relationships with assigned clients and branch referrals. Your work includes uncovering needs, educating clients, and developing financial strategies for retirement, wealth accumulation, and estate planning.
Key Responsibilities:
- Establish and deepen investment and primary banking relationships
- Identify client needs and craft personalized financial solutions
- Educate clients and deliver expert financial insights
- Support proprietary investment business growth in the market
- Balance client satisfaction with business growth targets
Requirements:
- Financial planning and investment sales experience preferred
- CIFP, CFP, or recognized equivalent successfully completed
- Investment Funds in Canada or equivalent completed
- Mutual Funds Representative certification meeting licensing requirements
- Understanding of competitive offerings and economic conditions
Use financial planning expertise, investment knowledge, and relationship-building ability to support Scotiabank clients and growth in Woodstock.
Scotiabank Financial Planner Woodstock 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.
