Shape your career as a Financial Planner with Scotiabank in Lebourgneuf, Quebec. Engage clients with proactive, tailored financial planning, making a real difference in their financial journey.You will connect with both existing and potential clients, working to deepen relationships while identifying new opportunities for business growth. This role emphasizes client-centric solutions and strategic outreach to drive investment sales while maintaining compliance. Active community involvement will expand your network and establish your market presence.Key Responsibilities:Drive investment sales and manage client acquisitionIdentify recent business development opportunities locallyProvide comprehensive investment solutions through financial planningMaintain proactive client communicationsParticipate in community financial education eventsRequirements:Three years of experience in financial planningRequired mutual fund certification and financial planning designationExcellent interpersonal and networking skillsSelf-motivated with an entrepreneurial approachValid driver's license and vehicle accessDeliver vital financial insights to clients and enhance their investment journey in this exciting role.

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