30 Aug
|
Scotiabank
|
Quebec City
30 Aug
Scotiabank
Quebec City
Launch your career with Scotiabank as a Financial Planner, where you'll focus on developing meaningful client relationships through high-quality advice and investment services. Flexibility and client-centricity are central to this role.
You'll thrive in a mobile work environment, engaging with clients at their convenience and in their communities. This position requires strong networking skills and the ability to leverage internal resources at Scotiabank. You will guide clients through their financial journeys, fostering connections and understanding their unique needs.
Key Responsibilities:
• Drive recent client acquisition and investment sales
• Conduct comprehensive needs analysis for personalized service
• Facilitate community information sessions and outreach
• Build market profile and interact with local professionals
• Assist existing Scotiabank clients with tailored solutions
Requirements:
• Minimum of 3 years in financial planning
• Mutual fund certification and compliance with CIRO
• Completed CFP® or PFP® designations
• Strong networking and relationship-building skills
• Valid driver’s license and vehicle access
Utilize your financial expertise to provide exceptional planning services at Scotiabank.
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📌 Financial Planner Role at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City