Financial Planner

Position: Financial Planner Role at Scotiabank
Location: Saint-Bruno

Launch your career with Scotiabank as a Financial Planner, where you'll focus on developing meaningful client relationships through high-quality advice and investment services. Flexibility and client-centricity are central to this role.

You'll thrive in a mobile work environment, engaging with clients at their convenience and in their communities. This position requires strong networking skills and the ability to leverage internal resources  will guide clients through their financial journeys, fostering connections and understanding their unique needs.

Key Responsibilities:

• Drive new client acquisition and investment sales

• Conduct comprehensive needs analysis for personalized service

• Facilitate community information sessions and outreach

• Build market profile and interact with local professionals

• Assist existing Scotiabank clients with tailored solutions

Requirements:

• Minimum of 3 years in financial planning

• Mutual fund certification and compliance with CIRO

• Completed CFP® or PFP® designations

• Strong networking and relationship-building skills

• Valid driver’s license and vehicle access

Utilize your financial expertise to provide exceptional planning services at Scotiabank.
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