Oshawa Financial Planner at Scotiabank

Advance your career as a Financial Planner with Scotiabank in Oshawa, focusing on investment and retirement planning. Build meaningful client relationships while achieving your sales targets through personalized financial strategies.
In this financial advisory role with Scotiabank, you will be part of a retail branch network that promotes a high-performing culture. Your main responsibilities will include managing a diverse portfolio of clients, offering trusted advice on investments and retirement plans. Emphasizing relationship building and thorough financial reviews will empower you to guide clients in reaching their financial aspirations.
Key Responsibilities:
• Conduct detailed retirement and estate planning for clients
• Provide tailored financial strategies based on client needs
• Engage clients with expert insights and advice
• Utilize advanced technology tools for effective planning
• Maintain focus on client satisfaction and sales targets
Requirements:<...

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