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 positive standing • PFP or CFP designation is essential • Strong 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. #J-18808-Ljbffr

📌 Scotiabank Financial Planner Role (Winnipeg)
🏢 Scotiabank
📍 Winnipeg