Financial Planner in Quebec

Position: Financial Planner with Scotiabank in Quebec
Location: Dollard-des-Ormeaux

Become a Financial Planner with Scotiabank, specializing in investment and retirement for affluent clients in Quebec. Build meaningful connections and provide high-quality financial service.

The ideal candidate will utilize Scotiabank’s resources to expand their client base while providing customized financial solutions. This role emphasizes relationship-building, investment strategies, and compliance with global sales principles. Your entrepreneurial spirit will suit the flexible nature of this position, allowing you to manage your own schedule.

Key Responsibilities:

• Drive sales and facilitate client acquisitions

• Develop business plans for affluent clients

• Provide customized financial planning solutions

• Conduct proactive communications to engage prospects

• Attend community events for networking and visibility

Requirements:

• Three years of relevant experience in financial planning

• Valid CIRO licensing or securities course completion

• PFP or CFP designation is highly desirable

• Proven ability to build and maintain relationships

• Access to a vehicle for client visits

Maximize your expertise in financial planning and client service as a Financial Planner with Scotiabank.
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