Wealth & Retirement Planner — Build Lasting Client Relationships

Scotiabank; Barrie; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial institution in Ontario is looking for a Financial Planner in Barrie. This role involves managing client portfolios, providing financial advice, and building lasting relationships. Candidates must have experience in financial planning and hold the CIFP CFP designation or equivalent. The position offers a competitive compensation package and a supportive work environment that values work-life balance.

Benefits

Competitive compensation

Inclusive culture

Work-life balance

Qualifications

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

Responsibilities

• Conduct in-depth reviews for assigned clients, including retirement and wealth planning.
• Deliver trusted financial advice about investments and retirement planning.
• Foster strong engagement and provide a great client experience.

Skills

Financial planning

Investment sales

Client relationship management

Market trend analysis

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading financial institution in Ontario is looking for a Financial Planner in Barrie. This role involves managing client portfolios, providing financial advice, and building lasting relationships. Candidates must have experience in financial planning and hold the CIFP CFP designation or equivalent. The position offers a competitive compensation package and a supportive work environment that values work-life balance.