Financial Planner Investment Retirement Planning

Apply financial planning expertise in Woodstock, Ontario, as a Scotiabank Financial Planner focused on investment sales and retirement planning. Build trusted client relationships through personalized advice.

Internally known as Financial Advisor, Investment and Retirement Planning, this retail branch role manages an assigned client portfolio. You will establish and deepen investment and primary banking relationships while contributing to negotiated deposit and investment sales goals. Financial planning tools support client goals across retirement planning, wealth accumulation, and estate planning.

Key Responsibilities:

• Conduct in-depth reviews covering retirement, wealth accumulation, and estate planning
• Deliver trusted investment and retirement planning advice
• Craft personalized financial strategies and solutions
• Educate clients and provide insights through strong engagement
• Build long-standing relationships and enhance client experiences

Requirements:

• Financial planning and investment sales experience preferred
• Completed CIFP, CFP, or bank-recognized equivalent designation
• Mutual Funds Representative certification in good standing
• Completed Investment Funds in Canada or equivalent
• Knowledge of market trends and regulatory environments

Bring investment sales, retirement planning, and client relationship expertise to Scotiabank’s Woodstock financial planning team.