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 current 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 servicesRequirements:
Minimum 3 years of relevant experience in financial planning
Certification in mutual funds and CIRO valuable standing
PFP or CFP designation is essential
Solid networking and client acquisition aptitude
Valid driver’s license necessary for client meetingsEmpower clients through financial expertise while achieving your career goals with Scotiabank in Quebec.#J-18808-Ljbffr

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