Financial Planner, Scotia Financial Planning - Montreal West; Dollard-De

Financial Advisor, Investment & Retirement (FAIR)

Scotiabank is looking for an experienced Financial Planner to focus on building relationships with mass affluent clients by providing high-quality advice and service within the Scotiabank framework.

As a dedicated entrepreneur, you will build external and internal client relationships, leveraging both your network and Scotiabank resources to grow your practice. You will meet clients on a schedule that suits both you and your clients, using a comprehensive financial planning framework to help clients achieve their financial objectives.

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.
• Establish business development opportunities with prospects and existing clients in the assigned market area.
• Execute business development plans for mass affluent prospects and existing clients.
• Identify additional business development opportunities and facilitate implementation of investment solutions or referrals to partners.
• Provide client‑centric investment solutions through a financial planning framework in alignment with Global Sales Principles.
• Conduct outbound communications and proactive calling to prospects to stay top‑of‑mind for future opportunities.
• Perform complimentary needs analysis across multiple financial statements, including competitor statements.
• Participate in local professional and community events, delivering information sessions and financial seminars to grow network and prospects.
• Build and maintain a market profile in the assigned area and manage a small budget for independent marketing activities.
• Network with investment industry specialists and cultivate chambers of influence.

• Three years of experience in financial planning and investment sales.
• Mutual fund certification with current CIRO licensing or Canadian Securities Course in good standing.
• Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP).
• Proven networking, client acquisition, and interpersonal skills, including experience building and maintaining Centres of Influence (COIs).
• Goal‑oriented, entrepreneurial, and self‑motivated with minimal supervision.
• Extensive knowledge of competitive products, market trends, economic conditions, and regulatory environment.
• Valid driver’s license and access to a vehicle for client and prospect visits.
• Fluency in French and sufficient English proficiency for collaboration across Toronto and other regions.

• Competitive base salary plus variable pay structure that rewards client base growth.
• Entrepreneurial culture with freedom to develop your career and set your own hours.
• Fast‑paced, flexible work environment with access to a dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
• Opportunities to build long‑lasting client relationships and partnership with retail branches and Scotia Global Asset Management.
• Work culture promoting diversity, respect, and inclusion.

Canada:
Quebec – Dollard‑des‑Ormeaux, Baie‑d'Urfe, Beaconsfield, Kirkland, Lachine.

Scotiabank is committed to providing accommodations during the recruitment and selection process. If you require assistance, please inform the Recruitment team.