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 recent clients and investment opportunities- Develop tailored financial planning solutions for clients- Participate in community activities to promote financial literacy- Conduct outreach initiatives for prospective clients- Collaborate with internal teams for enhanced client servicesRequirements:- Minimum 3 years of relevant experience in financial planning- Certification in mutual funds and CIRO good standing- PFP or CFP designation is essential- Strong networking and client acquisition aptitude- Valid driver’s license necessary for client meetingsEmpower clients through financial expertise while achieving your career goals with Scotiabank in Quebec.#J-18808-Ljbffr