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Timmins, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen...
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Timmins, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary...
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Financial Advisor
2 months ago
We are seeking a highly skilled Financial Planner to join our team at 2789590 Ontario Inc. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to achieve those goals.
Key Responsibilities:- Advise clients on trust account investments and develop financial plans to achieve their goals.
- Identify clients' financial goals and objectives and provide recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
- Supervise staff and ensure that all financial plans are implemented effectively.
- Analyze clients' financial records and provide recommendations on financial planning and investment strategies.
- Develop and implement financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning.
- College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years.
- 1 year to less than 2 years of experience in a related field.
- Permanent employment.
- English language proficiency.
- 40 hours per week.
