Elevate your career with Scotiabank as a Virtual Financial Planner, focusing on investment solutions and client relationships in Ontario's mass affluent market. Enjoy flexibility in scheduling client meetings.In this role, you will build and deepen connections with clients while providing high-quality financial planning advice. As a solution-oriented entrepreneur, you'll leverage your networks to drive recent client acquisition and ensure client satisfaction. Embrace the dynamic Scotiabank culture,



dedicated to delivering results and fostering inclusivity.Key Responsibilities:Execute business development plans for prospects and clientsProvide client-centric investment solutions and financial planningConduct outreach and proactive communications to prospectsParticipate in community events to expand your networkDeliver information sessions and financial seminarsRequirements:3 years of financial planning and investment sales experienceMutual funds certification and compliance with MFDACompleted Personal Financial Planning (PFP®) or CFP® designationProven networking and client acquisition skillsValid driver's license and access to a vehicleUtilize your expertise to provide tailored financial advice and cultivate meaningful client relationships with Scotiabank.

📌 Remote Financial Planner At Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City