Financial planning and investment sales define this Toronto opportunity with Scotiabank. Manage assigned clients while supporting deposit and investment goals.
As a Financial Planner, Investment and Retirement Planning, you will work within Scotiabank's retail branch network. You will deepen investment and primary banking relationships with assigned clients and referrals. Retirement planning, wealth accumulation, estate planning, and personalized financial strategies shape your client conversations.
Key Responsibilities:
- Conduct in-depth retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Craft personalized financial strategies and solutions
- Educate clients and provide expert insights
- Manage portfolios while meeting deposit and investment sales goals
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 offerings, market trends, economic conditions, and regulations
- Collaborative, results-driven team approach
Bring financial planning, investment advice, and relationship-building expertise to Scotiabank clients across Toronto's retail branch network.
Financial Planner Investment Retirement Toronto 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.
