Experienced Financial Planner

Position: Experienced Financial Planner at Scotiabank
Location: Dollard-des-Ormeaux

Elevate your career as a Financial Planner with Scotiabank, focusing on mass affluent clients in Quebec. Build exceptional client relationships and deliver tailored financial solutions.

As an experienced Financial Planner, you will develop internal and external relationships while leveraging Scotiabank's extensive resources. This role includes driving investment sales and identifying new business opportunities, all within the framework of compliance and regulatory standards. Your entrepreneurial spirit will guide your interactions as you schedule meetings that suit both you and your clients.

Key Responsibilities:

• Drive investment sales and acquire new clients

• Identify business development opportunities in the market

• Execute plans for mass affluent client needs

• Facilitate implementation of investment solutions

• Conduct proactive communications with prospects

Requirements:

• Three years of financial planning experience

• Mutual fund certification with CIRO licensing

• Personal Financial Planning designation or CFP

• Proven networking and client acquisition skills

• Valid driver’s license with access to a vehicle

Utilize your skills in investment planning and client relationships at Scotiabank in Quebec.
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