Become a Financial Planner with Scotiabank in Lebourgneuf, Quebec, focusing on enhancing client relationships and delivering tailored financial advice that empowers success.

This role is perfect for those with a passion for client development and investment strategies. You will engage actively with mass affluent clients, utilizing a comprehensive financial planning framework. The flexibility of meeting clients in various settings ensures that you can cater to their unique needs while adhering to compliance and regulatory standards.

Key Responsibilities:
• Identify and acquire current clients and investment opportunities
• Develop tailored financial planning solutions for clients
• Participate in community activities to promote financial literacy




• Conduct outreach initiatives for prospective clients
• Collaborate with internal teams for enhanced client services

Requirements:
• Minimum 3 years of relevant experience in financial planning
• Certification in mutual funds and CIRO positive standing
• PFP or CFP designation is essential
• Robust networking and client acquisition aptitude
• Valid driver’s license necessary for client meetings

Empower clients through financial expertise while achieving your career goals with Scotiabank in Quebec.
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📌 Scotiabank Financial Planner Role Quebec City
🏢 Scotiabank
📍 Quebec City