Strategic Wealth & Retirement Planner

Scotiabank; Cambridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Planner for their branch network in Cambridge, Ontario. In this role, you will establish and deepen relationships with clients, offering tailored financial advice concerning investments and retirement planning. Ideal candidates will have experience in financial planning and hold a CIFP/CFP designation. The position offers competitive benefits and promotes a work-life balance.

Benefits

Competitive compensation and benefits package

Relocation support

Supportive work environment for work-life balance

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 including retirement and wealth planning.
• Deliver trusted financial advice to clients regarding their investments.
• Build relationships and focus on providing a great client experience.

Skills

Experience in financial planning and investment sales

Collaborative, results-driven mindset

Knowledgeable of competitive offerings and market trends

Education

CIFP/CFP designation or bank recognized equivalent

Certification as a Mutual Funds Representative

Job description

A leading bank in the Americas is seeking a Financial Planner for their branch network in Cambridge, Ontario. In this role, you will establish and deepen relationships with clients, offering tailored financial advice concerning investments and retirement planning. Ideal candidates will have experience in financial planning and hold a CIFP/CFP designation. The position offers competitive benefits and promotes a work-life balance.