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 new 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 valuable standing
• PFP or CFP designation is essential
• Strong 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.
#J-18808-Ljbffr

📌 Scotiabank Financial Planner Role (Quebec City)
🏢 Scotiabank
📍 Quebec City