Scotiabank Financial Advisor, Investment & Retirement - Oshawa

About the role

Join Scotiabank's Dynamic Financial Planning Team in Oshawa Scotiabank is actively seeking a dedicated Financial Advisor, Investment and Retirement Planning, to join our thriving retail branch network in Oshawa, Ontario. This pivotal role is central to our commitment to delivering exceptional client service and achieving outstanding results within an inclusive and high-performing culture. As a key member of our branch sales team, you will significantly contribute to the overall success by effectively managing an assigned portfolio of clients. Your primary focus will be on establishing and deepening robust investment and primary banking relationships with both existing assigned clients and new clients referred by our valued branch partners. This role offers an exciting opportunity to make a tangible impact on the financial well-being of individuals and families across the Oshawa community, guiding them through crucial financial planning decisions.

Details

Empowering Clients Through Expert Investment and Retirement Planning In this comprehensive financial advisory position, you will be instrumental in promoting the development and sustainable growth of Scotiabank’s proprietary investment business within your assigned market area. A core responsibility involves conducting in-depth financial reviews for your assigned clients, encompassing critical areas such as retirement planning, wealth accumulation strategies, and meticulous estate planning. Utilizing advanced financial planning skills and sophisticated tools, you will provide trusted financial advice to clients regarding their investments and long-term retirement planning goals. Demonstrating a natural curiosity to uncover and solve for each client’s unique needs is paramount. You will leverage a goal-oriented mindset to identify these needs, crafting personalized financial strategies and innovative solutions that resonate with their aspirations. Fostering strong engagement, educating clients, offering insightful perspectives, and delivering expert advice are key to building and maintaining long-standing relationships, ensuring a superior client experience.

Cultivating a Collaborative and Client-Focused Culture Scotiabank values a collaborative, results-driven team culture where every contribution is recognized and rewarded. Success in this role is often supported by experience in comprehensive financial planning and investment sales. Candidates are typically expected to have successfully completed relevant designations such as the CIFP/CFP or a bank-recognized equivalent, along with certification as a Mutual Funds Representative in good standing. We foster an inclusive culture that celebrates diversity and is deeply committed to making a positive difference in our communities. As a Financial Advisor, you will thrive in a supportive work environment that promotes a healthy work-life balance while benefiting from the opportunity to make a lasting impact on your assigned book of clients. Your knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment will be crucial in delivering cutting-edge financial advice within Scotiabank's forward-thinking investment culture.