Financial Advisor, Investment & Retirement Planning (Canada) (Ottawa)

Overview

About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division.

Responsibilities

• Establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
• Promote the development and sustainable growth of proprietary investment business in the assigned market area by conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills an...