Shape your career as a Financial Planner with Scotiabank in Lebourgneuf, Quebec. Engage clients with proactive, tailored financial planning, making a real difference in their financial journey.You will connect with both existing and potential clients, working to deepen relationships while identifying current prospects for business growth. This role emphasizes client-centric solutions and strategic outreach to drive investment sales while maintaining compliance. Active community involvement will expand your network and establish your market presence.Key Responsibilities:
Drive investment sales and manage client acquisition
Identify recent business development opportunities locally
Provide comprehensive investment solutions through financial planning




Maintain proactive client communications
Participate in community financial education eventsRequirements:
Three years of experience in financial planning
Required mutual fund certification and financial planning designation
Excellent interpersonal and networking skills
Self-motivated with an entrepreneurial approach
Valid driver’s license and vehicle accessDeliver vital financial insights to clients and enhance their investment journey in this exciting role.#J-18808-Ljbffr

📌 Proactive Financial Planner At Scotiabank Quebec City
🏢 Scotiabank
📍 Quebec City