Branch Wealth Planner: Retirement & Investment Expert

Scotiabank; Guelph; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Guelph is seeking a Financial Planner to join its branch network. This role focuses on building client relationships while providing trusted financial advice in investment and retirement planning. Candidates should have relevant experience and qualifications such as the CIFP CFP designation. The position offers competitive compensation and a supportive work environment that promotes work-life balance.

Benefits

Competitive compensation and benefits package

Inclusive culture

Work-life balance support

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Conduct in-depth reviews for clients regarding retirement and wealth planning.
• Deliver trusted financial advice to clients.
• Build and maintain strong client relationships.

Skills

Experience in financial planning and investment sales

CIFP CFP designation or equivalent

Mutual Funds Representative certification

Knowledge of competitive offerings and market trends

Collaboration in a team culture

Education

CIFP CFP designation or equivalent

Job description

A leading financial institution in Guelph is seeking a Financial Planner to join its branch network. This role focuses on building client relationships while providing trusted financial advice in investment and retirement planning. Candidates should have relevant experience and qualifications such as the CIFP CFP designation. The position offers competitive compensation and a supportive work environment that promotes work-life balance.