Wealth Advisor: Investment & Retirement Planning

Scotiabank; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor for Investment & Retirement Planning in Toronto. This role involves building relationships with clients and delivering expert financial advice. Candidates should have the CIFP Diploma in Financial Planning and three years of experience in financial planning and sales. The position offers a competitive compensation package and opportunities to impact clients' financial success.

Benefits

Competitive compensation and benefits package

Inclusive culture and employee recognition

Opportunity to make a lasting impact

Qualifications

• Three years of experience in financial planning and investment sales.
• Proven ability to market financial services effectively.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct comprehensive reviews and financial planning for clients.
• Deliver trusted financial advice on investment and retirement planning.

Skills

Financial sales expertise

Customer relationship management

Financial planning skills

Sales management experience

Education

CIFP Diploma in Financial Planning or equivalent

Job description

A leading financial institution is seeking a Financial Advisor for Investment & Retirement Planning in Toronto. This role involves building relationships with clients and delivering expert financial advice. Candidates should have the CIFP Diploma in Financial Planning and three years of experience in financial planning and sales. The position offers a competitive compensation package and opportunities to impact clients' financial success.