Financial Planner, Scotia Financial Planning - Brampton
About this role
About the Role Financial Planner at Scotia Financial Planning in Brampton is a client-facing advisory role focused on helping clients achieve their financial goals through comprehensive planning and investment guidance. What You'll Do
- Build and maintain financial plans for clients, including cash flow, retirement, insurance, and investment strategies.
- Analyze client data, identify opportunities, and present clear recommendations.
- Collaborate with Scotia Financial Planning team to deliver integrated financial solutions. What We're Looking For
- Relevant financial planning credentials (e.g., CFP) or progress toward certification.
- Strong communication and interpersonal skills, with a client-first approach.
- Experience in financial planning or banking environments. Nice to Have
- Additional experience with investment platforms, estate planning, or tax planning.
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