Financial Planning Specialist

1 week ago


Markham, Ontario, Canada Scotiabank Full time

At Scotiabank, we help our clients achieve their financial goals by providing exceptional service and support.

About the Role

We are seeking a talented Financial Planning Specialist to join our team in Markham, Ontario. As an essential member of our Canadian Banking Branch network, you will play a critical role in providing holistic financial planning solutions to our customers.

You will be responsible for:

  • Conducting needs assessments to understand our customers' financial objectives and goals;
  • Developing comprehensive financial plans that meet our customers' needs and help them achieve their financial objectives;
  • Providing ongoing support and guidance to our customers to ensure they stay on track with their financial plans;

Estimated Salary: $80,000 - $120,000 per year

Location:

Markham, Ontario

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose of helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

We value diversity and inclusion and are committed to creating an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let us know.



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