Guide investment and retirement planning at Scotiabank’s Beauport branch using financial planning skills, advanced technology tools, and trusted advice. Support clients in French and English.

Internally known as Financial Advisor, Investment and Retirement Planning, this Financial Planner manages an assigned client portfolio. You will contribute to deposit and investment sales goals while establishing and deepening primary banking relationships. The work centers on personalized strategies, client education, and long-standing relationship growth.

Key Responsibilities:

- Conduct retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Identify client needs and craft personalized financial strategies
- Educate clients, offer insights,



and provide expert advice
- Use technology tools to streamline financial planning processes

Requirements:

- Experience in financial planning and investment sales preferred
- Completed IPF or IQPF designation, or recognized equivalent
- Mutual Funds Representative certification in valuable standing
- Knowledge of market trends, economic conditions, and regulations
- Bilingual French and English communication skills

Apply financial planning, investment sales, and bilingual advisory skills to grow trusted client relationships at Scotiabank in Beauport.

📌 Financial Planner Investment Retirement Beauport (Lac-Beauport)
🏢 Scotiabank
📍 Lac-Beauport