Shape the future of financial planning as a remote Financial Planner. Deliver client-centric solutions, leverage relationships, and build your practice in a versatile 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 current 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
- Strong 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.

📌 Remote Financial Planner Driving Investment and Client Growth (Quebec City)
🏢 Scotiabank
📍 Quebec City