Financial Planning Strategist

1 day ago


Huntsville, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Financial Planning Consultant to join our Canadian Banking Branch network. As an essential member of our team, you will play a key role in providing exceptional service to our customers throughout their journey.

Key Responsibilities
  • Build comprehensive plans using a holistic approach to help customers achieve their goals
  • Develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions
  • Work collaboratively with customers to understand their financial needs and provide tailored advice
What We Offer

As a Financial Planning Consultant at Scotiabank, you can expect to be recognized and rewarded for high-performance. You will be supported by leadership through meaningful development conversations and internal training to support your growth and development.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.



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