Join Scotiabank as a Financial Consultant and help clients navigate their financial journeys through tailored planning and insightful advice. This early career role emphasizes client focus and effective relationship management.

You'll work alongside MD Financial Consultant, reporting to the Regional Manager. In this position, you will assist in executing business strategies that align with client objectives while complying with established regulations. Your focus on relationship building and financial planning will be key in growing the business and ensuring client retention.

Key Responsibilities:
• Foster robust client relationships through a customer-focused approach
• Prepare comprehensive financial plans and investment strategies




• Conduct regular financial planning seminars and client information sessions
• Actively participate in client prospecting and retention strategies
• Ensure compliance with all industry regulations

Requirements:
• Relevant degree or equivalent experience
• CIRO-RR licensing and completion of necessary exams
• 2+ years financial planning experience in the industry
• Strong marketing and interpersonal skills
• Excellent presentation abilities

Enhance your financial expertise and client service skills in this crucial role at Scotiabank.
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📌 Financial Planning Consultant Early Career (Quebec City)
🏢 Scotiabank
📍 Quebec City