Financial Planning Opportunities In Quebec Montreal

Financial Planning Opportunities In Quebec Montreal

21 Oct
|
Scotiabank
|
Montreal

21 Oct

Scotiabank

Montreal

Launch your career in financial planning with Scotiabank in Quebec. Help clients navigate investments and banking decisions while fostering robust skilled 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 recent 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. #J-18808-Ljbffr

📌 Financial Planning Opportunities In Quebec Montreal
🏢 Scotiabank
📍 Montreal

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