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 recent 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 current 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. #J-18808-Ljbffr

📌 Proactive Financial Planner At Scotiabank Winnipeg
🏢 Scotiabank
📍 Winnipeg