Mass Affluent Financial Planner

Position: Mass Affluent Financial Planner Role
Join Scotiabank as a Financial Planner focusing on mass affluent clients in Sherbrooke, Quebec. Provide personalized financial services while leveraging your networking skills and community involvement.

In this role, you'll engage directly with both existing and potential clients, ensuring they receive personalized, high-quality financial advice. Your entrepreneurial spirit will foster business development opportunities within the assigned market area. This position emphasizes building rapport and offering solutions that align with clients’ financial goals.

Key Responsibilities:

• Promote investment business growth in assigned regions

• Engage actively in community and professional events

• Provide customized investment solutions to clients

• Conduct proactive outreach to generate new leads

• Collaborate with internal teams for comprehensive client service

Requirements:

• At least 3 years in financial services

• Mandatory mutual fund certification

• Completed CFP® or PFP® designations

• Strong client acquisition capabilities

• Ability to work independently and in teams

Drive exceptional client experiences as a Financial Planner with Scotiabank, empowering clients to achieve their financial aspirations.
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