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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. The successful candidate will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:- Advise clients on trust account investments and identify their financial goals and objectives.
- Supervise staff and analyze clients' financial records to develop personalized financial plans.
- Make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
- Arrange for the sale of financial products and investments, and assist in the planning and execution of financial statement audits.
- 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 with 40 hours per week.
- Fluency in English.
- Attention to detail is essential for this role.
