Build mass affluent relationships as a Scotiabank Financial Planner in Beauport, combining client outreach, investment advice, and business development.

This Financial Planner role focuses on sustainable growth of proprietary investment business. You will engage prospects and existing clients, provide personalized investment solutions, and identify opportunities across Scotiabank’s branch network. The position requires frequent travel and client meetings outside the office.

Key Responsibilities:
Develop mass affluent prospects and existing client relationships
Identify prospects within the assigned market area
Align investment solutions with client financial goals
Build and maintain Centres of Influence




Expand networks through community and qualified events

Requirements:
Three years of financial planning and investment sales experience
Mutual fund certification and current CIRO accreditation
Personal Financial Planning or Certified Financial Planner designation
Entrepreneurial, goal-oriented, and independently motivated approach
Knowledge of market trends and regulatory requirements

Bring relationship development, investment advice, and entrepreneurial business development skills to Scotiabank’s mass affluent clients.

📌 Mass Affluent Financial Planner Lac Beauport (Lac-Beauport)
🏢 Scotiabank
📍 Lac-Beauport