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 workplace, engaging with clients at their convenience and in their communities. This position requires robust 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 current 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 solutionsRequirements:
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 accessUtilize your financial expertise to provide exceptional planning services at Scotiabank.#J-18808-Ljbffr

📌 Financial Planner Role At Scotiabank St Bruno De Montarville (St-Bruno-de-Montarville)
🏢 Scotiabank
📍 St-Bruno-de-Montarville