17 Oct
|
Scotiabank
|
Montreal
17 Oct
Scotiabank
Montreal
Launch your career in financial planning with Scotiabank in Quebec. Help clients navigate investments and banking decisions while fostering strong qualified relationships.
Join a purpose-driven winning team at Scotiabank as a financial planner in Quebec. With two distinct career paths available, you can either manage a client portfolio or establish a new financial practice. This role offers room for growth, fostering client trust and developing strategic networks to achieve financial goals.
Key Responsibilities
- Advise clients on investment and financial goals
- Build and manage a diverse client portfolio
- Strengthen relationships with existing and new clients
- Work closely with branch teams for effective service
- Provide tailored solutions for client banking needs
Requirements:
- Minimum of 3 years in investment sales or financial planning
- Valid mutual fund accreditation
- Commitment to the F.Pl. designation progression
- Interest in networking and client-driven outcomes
- Proficient in both French and English
Shape financial futures and contribute positively to clients' lives at Scotiabank in Quebec.
📌 Financial Planning Opportunities in Quebec (Montreal)
🏢 Scotiabank
📍 Montreal