Client-Focused Financial Planner Role

Join Scotiabank as a Financial Planner in Beauport, Quebec, committed to client success through expert financial planning. Drive investment growth and engage new prospects effectively.
You’ll engage with both external and internal clients, deepening relationships while showcasing the value of financial planning. Your focus on personalized service will guide clients toward achieving their unique financial goals. The role includes identifying and nurturing business development opportunities across existing networks and community engagements.
Key Responsibilities:
• Enhance investment sales while adhering to compliance
• Cultivate opportunities with affluent prospects
• Execute development plans and align investment solutions
• Conduct client needs analysis for tailored solutions
• Build a professional community network
Requirements:
• 3+ years in financial services and sales
• Accreditation in mutual funds and CIRO standards
• PFP® or CFP® designation
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