Financial Planner at Scotiabank, Oshawa

Elevate your financial advisory career at Scotiabank in Oshawa as a Financial Planner. Specialize in investment and retirement planning while building strong client relationships to achieve your sales targets.
In this pivotal role, you will manage a diverse portfolio, providing trusted investment advice and personalized financial strategies. With a focus on relationship building and comprehensive financial reviews, you will empower clients to reach their financial goals and aspirations.
Key Responsibilities:
• Conduct in-depth retirement and estate planning for clients
• Offer tailored financial strategies based on unique client needs
• Engage clients with expert insights and sound advice
• Utilize advanced technology tools for efficient planning
• Maintain focus on client satisfaction and sales performance
Requirements:
• Experience in financial planning and investment sales essential
• CIFP/CFP designation or equivalent certification required
• Mutual...