Financial Planner at Scotiabank Scarborough

Elevate your career as a Financial Planner with Scotiabank at Scarborough Town Centre. Connect with clients to provide expert investment and retirement planning solutions.

As a Financial Planner, also known as Financial Advisor in our branch sales team, your role is pivotal to achieving sales goals in deposit and investment portfolios. You will focus on establishing strong client relationships, leveraging technology, and crafting personalized financial strategies. Your expertise in retirement and wealth accumulation will be key to driving client satisfaction and business success.

Key Responsibilities:
• Conduct in-depth reviews for assigned clients
• Deliver trusted financial advice regarding investments
• Craft personalized financial strategies for clients
• Build and maintain strong client relationships
• Utilize technology to streamline planning processes

Requirements:
• Experience in financial planning and i...