Investment & Retirement Planning Advisor

Elevate your career as a Financial Advisor in Investment and Retirement Planning with Scotiabank in Montreal, Quebec. Utilize your financial planning expertise to cultivate client relationships and achieve sales goals.

This role enables you to establish and deepen investment relationships while managing an assigned portfolio. You will conduct detailed financial reviews including retirement planning, wealth accumulation, and estate planning. Your goal-oriented mindset will help craft personalized strategies while fostering client engagement and satisfaction.

Key Responsibilities:
• Conduct in-depth financial reviews for clients' needs
• Provide expert investment and retirement planning advice
• Build and maintain strong client relationships
• Leverage technology for efficient financial planning
• Meet or exceed deposit and investment sales goals

Requirements:
• Experience in financial planning and investment sale...