Financial Planner

Responsibilities

• Establish and maintain strong relationships with affluent clients by providing high-quality financial planning and investment advisory services.
• Drive business development by identifying new opportunities and implementing growth plans within an assigned market area.
• Proactively engage with both external prospects and internal bank partners to expand the client base and deepen existing relationships.
• Deliver personalized investment solutions and conduct comprehensive needs analyses based on clients' financial statements.
• Participate in community engagement, professional events, and financial seminars to build a strong local presence and network.
• Ensure all sales and advisory activities comply with regulatory requirements and internal compliance standards.

Requirements

• Minimum of three years of experience in financial planning and investment product sales.
• Valid Mutual Fund sales permit and compliance with Investment Regulatory requirements (e.g., CSC or equivalent).
• Possession of the IPF (Institute of Financial Planners) title in Quebec.
• Proficiency in both French and English.
• Valid driver's license and access to a vehicle for client meetings and market prospecting.
• Strong networking, client acquisition, and interpersonal communication skills.

Benefits

• Entrepreneurial culture with opportunities for career advancement.
• Flexible work environment allowing for autonomous scheduling and off-site client meetings.
• Competitive compensation structure including base salary plus variable remuneration based on growth.
• Access to industry-leading resources, including specialized marketing support, advanced mobile technology, and premier CRM tools.
• Collaborative environment with access to Scotiabank's global wealth management expertise.

About the Company

Banque Scotia is a leading player in the Canadian banking sector and a major provider of financial services across the Americas. We are committed to helping our clients, their families, and their communities succeed by offering a wide range of products, including personal, business, and corporate banking, as well as wealth management and capital markets services.