Shape your career as a Financial Planner with Scotiabank in Lebourgneuf, Quebec. Engage clients with proactive, tailored financial planning, making a real difference in their financial journey.

You will connect with both existing and potential clients, working to deepen relationships while identifying new opportunities for business growth. This role emphasizes client-centric solutions and strategic outreach to drive investment sales while maintaining compliance. Active community involvement will expand your network and establish your market presence.

Key Responsibilities:
• Drive investment sales and manage client acquisition
• Identify new business development opportunities locally
• Provide comprehensive investment solutions through financial planning
• Maintain proactive client communications
• Participate in community financial education events

Requirements:
• Three years of experience in financial planning
• Required mutual fund certification and financial planning designation
• Excellent interpersonal and networking skills
• Self-motivated with an entrepreneurial approach
• Valid driver’s license and vehicle access

Deliver vital financial insights to clients and enhance their investment journey in this exciting role.
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Proactive Financial Planner at Scotiabank