Deliver personalized investment advice as a Financial Planner in Sherbrooke, Quebec, using financial planning and client acquisition skills. This mobile role involves frequent travel.

At Scotiabank, you will develop and deepen mass affluent relationships through tailored financial guidance and proactive outreach. The work combines investment sales, business development, networking, and needs analysis. You will support external prospects and existing clients while connecting them with Scotiabank resources.

Key Responsibilities:

- Drive investment sales and acquire recent clients compliantly
- Execute business development plans for mass affluent prospects
- Provide client-centric investment solutions through financial planning
- Conduct proactive calling and complimentary needs analyses




- Build market presence through community events and seminars

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
- Proven networking, acquisition, interpersonal, and COI-building skills
- Valid driver's license and access to a vehicle

Bring investment sales, financial planning, and relationship-building expertise to Scotiabank clients across the Sherbrooke market.

📌 Financial Planner Investment Sales Sherbrooke (Canada)
🏢 Scotiabank
📍 Canada