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 opportunitiesDevelop tailored financial planning solutions for clientsParticipate in community activities to promote financial literacyConduct outreach initiatives for prospective clientsCollaborate with internal teams for enhanced client servicesRequirements:Minimum 3 years of relevant experience in financial planningCertification in mutual funds and CIRO positive standingPFP or CFP designation is essentialStrong networking and client acquisition aptitudeValid driver's license necessary for client meetingsEmpower clients through financial expertise while achieving your career goals with Scotiabank in Quebec.

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