Build mass affluent client relationships as a Financial Planner with Scotiabank in Sherbrooke, using financial planning and investment sales expertise. This mobile role requires frequent travel.

As a Financial Planner, you will provide personalized investment and financial planning advice to external prospects and existing Scotiabank clients. You will develop business opportunities, conduct proactive outreach, and build internal and external networks. The role also involves community events, financial seminars, and partnerships across the branch network.

Key Responsibilities:

- Drive investment sales and acquire current clients compliantly
- Execute business development plans for mass affluent prospects
- Conduct needs analyses and recommend investment solutions




- Build Centres of Influence and community networks
- Deliver financial seminars and information sessions

Requirements:

- Three years of financial planning and investment sales experience
- Current mutual fund certification meeting CIRO licensing requirements
- Personal Financial Planning or Certified Financial Planner designation
- Networking, acquisition, interpersonal, and entrepreneurial skills
- Valid driver's license and access to a vehicle

Use financial planning, networking, and investment sales expertise to grow Scotiabank client relationships throughout Sherbrooke.

📌 Financial Planner Scotiabank Sherbrooke
🏢 Scotiabank
📍 Sherbrooke