Financial Planner, Investment Specialist Role

Engage clients with expert financial advice at Scotiabank as a Financial Planner focused on Investment and Retirement Planning. Your insights will be key in building lasting client relationships.
As a Financial Advisor at the Humbertown Centre Branch, you'll play a vital role in driving the sales goals through effective management of client portfolios. Your goal-oriented approach will help you uncover individual client needs, allowing you to craft personalized financial strategies. You'll also collaborate with other branch partners for enhanced client service and growth.
Key Responsibilities:
• Develop and manage client investment portfolios
• Educate clients on financial products and services
• Conduct thorough estate planning and wealth accumulation reviews
• Leverage technology for efficient planning
• Focus on achieving targets for client satisfaction
Requirements:
• Preferably experienced in financial planning and investments
• CIFP/CFP or equivalent ...