Investment & Retirement Planning Advisor
Scotiabank • victoria, capital regional district, Canada
Il y a 13 heures
Description de poste
Scotiabank's Victoria branch is seeking a Financial Planner (FAIR) to drive investment and retirement planning for an existing client portfolio. You will collaborate with branch partners to deepen relationships and meet sales goals through tailored financial strategies.
Responsibilities include retirement planning, wealth accumulation, and estate planning, using planning tools to align with clients’ goals. A client-centric advisor, you’ll provide guidance and support within a supportive,
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