Client-Centric Financial Planner

Join Scotiabank as a Financial Planner and make a significant impact in Lebourgneuf, Quebec. Build strong relationships with clients through personalized financial insights and proactive engagement.
In this dynamic role, you will engage both internal and external clients, leveraging your financial planning expertise to enhance their financial journeys. You will identify business opportunities and deliver tailored investment solutions while adhering to regulatory standards. Your participation in community-driven events will also foster a broader network.
Key Responsibilities:
• Drive new client acquisitions and investment sales
• Develop business opportunities within the designated market
• Offer personalized investment advice using a financial planning framework
• Conduct proactive outreach to potential clients
• Engage in local community information sessions
Requirements:
• Minimum of 3 years in financial planning and investment sales
• Certified mutual f...