Shape the future of financial planning as a remote Financial Planner. Deliver client-centric solutions, leverage relationships, and build your practice in a flexible environment tailored for success.
In this role, you will deepen client relationships through strategic financial and investment advice. With a focused approach to business development, utilize your networking skills to identify new opportunities among the mass affluent market. Your commitment to a comprehensive financial planning framework will enhance client experiences, driving investment sales and client acquisition.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Conduct proactive outreach to maintain client relationships
• Participate in community events to expand network




• Deliver community seminars to foster new prospects
• Build market profile and manage independent marketing budget
Requirements:
• 3 years of financial planning and investment sales experience
• Current MFDA licensing and certifications required
• Personal Financial Planning or Certified Financial Planner designation
• Robust networking and interpersonal skills
• Valid driver's license for client visits
Elevate your career by leveraging your financial acumen in a supportive environment focused on client success and relationship building.
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📌 Remote Financial Planner Driving Investment and Client Growth (Quebec City)
🏢 Scotiabank
📍 Quebec City