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 opportunities 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 new business development opportunities locally




- Provide comprehensive investment solutions through financial planning
- Maintain proactive client communications
- Participate in community financial education events

Requirements:

- 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 access

Deliver vital financial insights to clients and enhance their investment journey in this exciting role.

📌 Proactive Financial Planner at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City