Job Description
Transform lives at Scotiabank as an Investment Advisor based in Wasaga Beach, Ontario. In this financial planner role, you’ll work to cultivate investment relationships and enhance client banking experiences.
Internally known as Financial Advisor, Investment and Retirement Planning, you will closely manage client portfolios and contribute to sales success. Your main tasks include conducting thorough reviews to meet clients' retirement and investment goals and using financial tools effectively. Client engagement and education are key aspects of this position.
Key Responsibilities:
• Perform detailed financial reviews and retirement planning
• Provide insightful financial advice for investments
• Establish and nurture deep client relationships
• Use advanced technology to support client needs
• Achieve business development and client satisfaction targets
Requirements:
• Preferred background in investment sales and planning
• CIFP/CFP designation or equivalen...
Internally known as Financial Advisor, Investment and Retirement Planning, you will closely manage client portfolios and contribute to sales success. Your main tasks include conducting thorough reviews to meet clients' retirement and investment goals and using financial tools effectively. Client engagement and education are key aspects of this position.
Key Responsibilities:
• Perform detailed financial reviews and retirement planning
• Provide insightful financial advice for investments
• Establish and nurture deep client relationships
• Use advanced technology to support client needs
• Achieve business development and client satisfaction targets
Requirements:
• Preferred background in investment sales and planning
• CIFP/CFP designation or equivalen...
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