Financial Planning Opportunities in Quebec (Montreal)

Financial Planning Opportunities in Quebec (Montreal)

06 Sep
|
Scotiabank
|
Montreal

06 Sep

Scotiabank

Montreal

Launch your career in financial planning with Scotiabank in Quebec. Help clients navigate investments and banking decisions while fostering strong skilled relationships. Join a purpose-driven winning team at Scotiabank as a financial planner in Quebec.

With two distinct career paths available, you can either manage a client portfolio or establish a new financial practice. This role offers room for growth, fostering client trust and developing strategic networks to achieve financial goals. Key Responsibilities:

- Advise clients on investment and financial goals
- Build and manage a diverse client portfolio
- Strengthen relationships with existing and new clients
- Work closely with branch teams for effective service
- Provide tailored solutions for client banking needs

Requirements:

- Minimum of 3 years in investment sales or financial planning
- Valid mutual fund accreditation
- Commitment to the F.Pl. designation progression
- Interest in networking and client-driven outcomes
- Proficient in both French and English

Shape financial futures and contribute positively to clients’ lives at Scotiabank in Quebec.

📌 Financial Planning Opportunities in Quebec (Montreal)
🏢 Scotiabank
📍 Montreal

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