Financial Services Professional

2 weeks ago


ClarenceRockland, Ontario, Canada Scotiabank Full time

Estimated salary: CAD $60,000 - $100,000 per year.

About the Role

We are seeking a highly motivated Financial Planner to join our team. As a key member of our organization, you will play a vital role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, focusing on investment sales and new client acquisition.
  • Establish business development opportunities with prospects and clients within assigned market areas.
  • Promote the growth of proprietary investment business through in-depth reviews, client engagement, and personalized financial strategies.
  • Foster strong collaboration with peers, clients, and partners to achieve business objectives.
Requirements and Qualifications

To be successful in this role, you will require:

  • Experience in financial planning and investment sales, preferably with an IQPF designation within Quebec or equivalent.
  • Accredited mutual funds professional with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Bilingualism in French and English, with excellent communication skills.
  • Ability to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.
About Us

Scotiabank is a leading bank in the Americas, guided by our purpose of helping our customers, their families, and communities achieve success. We value diversity and inclusion, creating an environment where every individual can thrive.



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