Oshawa Financial Planner with Scotiabank

Start an impactful career as a Financial Planner with Scotiabank in Oshawa, focusing on investment and retirement guidance. Cultivate meaningful relationships with clients through personalized financial strategies that drive sales success.
This financial advisory position involves managing a diverse client portfolio, emphasizing relationship building and thorough financial reviews. You will guide clients toward achieving their financial aspirations through trusted advice and expert insights.
Key Responsibilities:
• Create detailed retirement and estate plans tailored for clients
• Develop customized financial strategies to meet client goals
• Provide insightful advice to engage clients effectively
• Use advanced technology tools for precise planning
• Focus on maintaining client satisfaction while hitting sales targets
Requirements:
• Proven experience in financial planning and investment sales
• Holding CIFP/CFP designation or equivalent certification
...