Financial Advisor, Investment & Retirement Planning Monterey Square Branch

State of Illinois

1 hour ago

3.6 on Glassdoor

Onsite

Full Time

Intern

0 applicants

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About this role

A Financial Advisor, Investment and Retirement Planning role at Scotiabank focuses on developing and growing proprietary investment business by managing client portfolios, providing retirement planning and wealth accumulation strategies, and delivering personalized financial solutions. The role involves building strong client relationships, leveraging technology tools, and contributing to team success through effective sales and client engagement.

Skills

Qualifications

CIFP/CFP designationMutual Funds Representative CertificationBank recognized equivalent certifications

About State of Illinois

illinois.gov

Illinois.gov is the official web portal of the State of Illinois that centralizes information and services from state agencies. The site helps residents, businesses, and visitors find government resources, forms, licensing and business services, employment opportunities, and news about state programs. It offers searchable agency directories, service portals, and links to places to go and things to see across Illinois. Users can access dedicated sections for government, business, and employment to interact with state services online.