Strategic Wealth Advisor

3 weeks ago

Alliston, Ontario, Canada Scotiabank Full time

Ambitious individuals who are passionate about delivering exceptional financial advice and guidance are encouraged to apply for this role as a Financial Planner. In this position, you will work closely with clients to understand their financial goals and aspirations, and develop personalized investment plans to help them achieve success.

Key responsibilities include:

  • Conducting in-depth client reviews to identify areas for improvement and develop tailored financial plans
  • Providing expert advice on investment and retirement planning, wealth accumulation, and estate planning
  • Building strong relationships with clients and delivering exceptional customer service
  • Staying up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
  • Working collaboratively with colleagues to achieve business objectives and grow the client base

As a Financial Planner with Scotiabank, you will have access to leading-edge resources and tools to support your success, including dedicated marketing support, powerful mobile technology, and leading CRM and financial planning software.

We are committed to creating an inclusive and accessible environment for all employees, and welcome applications from diverse candidates. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.

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