Location
wasaga beach, on, Canada
Posted
July 13, 2026
Job Description
Elevate your career with Scotiabank as a Financial Planner focusing on investment and retirement planning in Wasaga Beach, Ontario. Engage with clients to develop tailored financial strategies and achieve sales goals every day.
As a Financial Advisor known internally as FAIR, you will be a vital part of the branch sales team. Your responsibilities include managing a portfolio, conducting in-depth retirement and estate planning reviews, and cultivating strong client relationships. You’ll use advanced tools to enhance client interactions and support effective financial planning.
Key Responsibilities:
• Conduct comprehensive planning reviews for assigned clients
• Deliver personalized financial advice and solutions
• Build and maintain strong client relationships
• Leverage technology for streamlined planning processes
• Meet or exceed assigned sales targets for deposits and investments
Requirements:
• Preferred ex...
As a Financial Advisor known internally as FAIR, you will be a vital part of the branch sales team. Your responsibilities include managing a portfolio, conducting in-depth retirement and estate planning reviews, and cultivating strong client relationships. You’ll use advanced tools to enhance client interactions and support effective financial planning.
Key Responsibilities:
• Conduct comprehensive planning reviews for assigned clients
• Deliver personalized financial advice and solutions
• Build and maintain strong client relationships
• Leverage technology for streamlined planning processes
• Meet or exceed assigned sales targets for deposits and investments
Requirements:
• Preferred ex...