Strategic Wealth Planner: Investments & Retirement

Strategic Wealth Planner: Investments & Retirement

Full-Time On-site
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Scotiabank is hiring a Financial Planner (FAIR) in Ottawa, Ontario, to join the branch sales team. You will manage an assigned client portfolio, promote proprietary investment products, and deliver customized financial strategies including retirement, wealth, and estate planning.

You will collaborate across partners, leverage planning tools, and strive to meet deposit and investment sales targets while ensuring a superior client experience.

Strategic Wealth Planner: Investments & Retirement 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