Financial Planner at Scotiabank Oshawa

Elevate your career as a Financial Planner in Oshawa with Scotiabank, focusing on investment and retirement planning. Build lasting client relationships while achieving sales goals through personalized financial strategies.

In this financial advisory role, you will join Scotiabanks retail branch network to support an inclusive, high-performing culture. Your responsibilities include managing a portfolio of clients and providing trusted financial advice on investments and retirement plans. A focus on relationship building and in-depth financial reviews will enable you to help clients achieve their financial goals.

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