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 good standing
- PFP or CFP designation is essential
- Solid 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.

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