Financial Planner Investment Retirement Planning
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Guide investment and retirement planning for Scotiabank clients in Guelph, using financial planning skills, investment sales expertise, and advanced technology tools.
As a Financial Planner in Scotiabank’s retail branch network, you contribute to branch sales success through assigned portfolio management. You establish investment and primary banking relationships with existing clients and branch referrals. Your work supports personalized financial strategies and sustainable investment business growth.
Key Responsibilities:
- Conduct in-depth retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Identify client needs and craft personalized financial strategies
- Educate clients while fostering strong engagement and relationships
- Use technology tools to streamline financial planning processes
Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in good standing
- Completed Investment Funds in Canada or recognized equivalent
- Knowledge of markets, economic conditions, offerings, and regulations
Bring retirement planning, investment advice, and relationship-building expertise to Scotiabank’s Financial Planner team in Guelph.
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