Job opportunity
Financial Planning Opportunities in Quebec
Scotiabank
Launch your career in financial planning with Scotiabank in Quebec. Help clients navigate investments and banking decisions while fostering strong professional relationships.
Join a purpose-driven winning team at Scotiabank as a financial planner in Quebec. With two distinct career paths available, you can either manage a client portfolio or establish a new financial practice. This role offers room for growth, fostering client trust and developing strategic networks to achieve financial goals.
Key Responsibilities:
• Advise clients on investment and financial goals
• Build and manage a diverse client portfolio
• Strengthen relationships with existing and new clients
• Work closely with branch teams for effective service
• Provide tailored solutions for client banking needs
Requirements:
• Minimum of 3 years in investment sales or financial planning
• Valid mutual fund accreditation
• Commitment to the F.Pl. designation progression
• Interest in networking and client-driven outcomes
• Proficient in both French and English
Shape financial futures and contribute positively to clients’ lives at Scotiabank in Quebec.
#J-18808-Ljbffr
Apply on source site Join a purpose-driven winning team at Scotiabank as a financial planner in Quebec. With two distinct career paths available, you can either manage a client portfolio or establish a new financial practice. This role offers room for growth, fostering client trust and developing strategic networks to achieve financial goals.
Key Responsibilities:
• Advise clients on investment and financial goals
• Build and manage a diverse client portfolio
• Strengthen relationships with existing and new clients
• Work closely with branch teams for effective service
• Provide tailored solutions for client banking needs
Requirements:
• Minimum of 3 years in investment sales or financial planning
• Valid mutual fund accreditation
• Commitment to the F.Pl. designation progression
• Interest in networking and client-driven outcomes
• Proficient in both French and English
Shape financial futures and contribute positively to clients’ lives at Scotiabank in Quebec.
#J-18808-Ljbffr