Financial Planner

3 weeks ago

Gatineau, Quebec, Canada Scotiabank Full time

Unlock your potential as a Financial Planner at Scotiabank, where you'll play a key role in helping clients achieve their financial goals.

As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will work closely with clients to understand their unique financial needs and goals, and provide tailored investment and financial planning advice to help them achieve success.

Key responsibilities include:

  • Conducting in-depth reviews of clients' financial situations, including retirement planning, wealth accumulation, and estate planning.
  • Providing trusted financial advice to clients regarding their investments and retirement planning.
  • Identifying opportunities for business development and growth within the assigned market area.
  • Fostering strong relationships with clients, peers, and partners to deliver exceptional client experiences.
  • Staying up-to-date on market trends, economic conditions, and regulatory requirements to provide informed advice to clients.

What sets us apart:

  • A competitive compensation and benefits package tailored to the role.
  • The opportunity to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes employees' contributions.
  • An organization committed to making a difference in our communities – for you and your customers.

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