Explore various Financial Planner positions with Scotiabank in British Columbia. Focus on client relationships and investment advising in a flexible virtual environment.

As a Virtual Financial Planner, you'll leverage your entrepreneurial mindset to deepen client relationships and provide tailored investment solutions within the mass affluent market. With a solid emphasis on building long-term connections, you will drive business development initiatives while adhering to compliance and regulatory standards.

Key Responsibilities:
• Execute business development plans for clients
• Deliver client-centric financial solutions through a structured framework
• Participate in local professional events to expand network




• Conduct proactive outreach and needs analysis for prospects
• Manage a marketing budget to enhance visibility

Requirements:
• 3+ years of financial planning and investment sales experience
• Mutual funds certification required
• PFP® or CFP® designation is mandatory
• Proven networking and client acquisition skills
• Valid driver’s license to meet clients within the region

Bring your expertise in financial advising to Scotiabank, helping clients achieve their goals while enjoying independence in your work.
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📌 Financial Planner Opportunities with Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City