Location
quebec, capitale nationale, Canada
Posted
July 04, 2026
Job Description
Become a Financial Planner with Scotiabank in Lebourgneuf, Quebec, focusing on enhancing client relationships and delivering tailored financial advice that empowers success.
This role is perfect for those with a passion for client development and investment strategies. You will engage actively with mass affluent clients, utilizing a comprehensive financial planning framework. The flexibility of meeting clients in various settings ensures that you can cater to their unique needs while adhering to compliance and regulatory standards.
Key Responsibilities:
• Identify and acquire new clients and investment opportunities
• Develop tailored financial planning solutions for clients
• Participate in community activities to promote financial literacy
• Conduct outreach initiatives for prospective clients
• Collaborate with internal teams for enhanced client services
Requirements:
• Minimum 3 years of relevant experience in financial planning
• Certification in mutu...
This role is perfect for those with a passion for client development and investment strategies. You will engage actively with mass affluent clients, utilizing a comprehensive financial planning framework. The flexibility of meeting clients in various settings ensures that you can cater to their unique needs while adhering to compliance and regulatory standards.
Key Responsibilities:
• Identify and acquire new clients and investment opportunities
• Develop tailored financial planning solutions for clients
• Participate in community activities to promote financial literacy
• Conduct outreach initiatives for prospective clients
• Collaborate with internal teams for enhanced client services
Requirements:
• Minimum 3 years of relevant experience in financial planning
• Certification in mutu...