Financial Planner at Scotiabank

Advance your financial planning career with Scotiabank as a Financial Planner in our retail branch network. Focus on investment strategies and retirement planning for clients while achieving sales goals.
As a Financial Planner at Scotiabank, you play a crucial role in our retail branch's sales team. You will establish strong investment and banking relationships while leveraging your financial expertise to meet client goals. The ideal candidate excels in client engagement, utilizing advanced tools to promote sustainable business growth and deliver tailored financial solutions.
Key Responsibilities:
• Establish and deepen relationships with assigned clients
• Conduct in-depth financial reviews including retirement and estate planning
• Deliver trusted financial advice on investments and retirement
• Craft personalized financial strategies based on client needs
• Leverage technology for enhanced client interactions
Requirements:
• Experience in financial plannin...