Senior Financial Advisor

2 weeks ago


Gatineau, Quebec, Canada Scotiabank Full time

Role Overview

As a Financial Planner at Scotiabank, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities

  1. Provide investment and financial planning advice to clients, helping them meet their unique goals.
  2. Follow a comprehensive financial planning framework, focusing on investment sales and new client acquisition.
  3. Establish business development opportunities with prospects and clients within the assigned market area.

Requirements

  • Experience in financial planning and investment sales.
  • Successful completion of the IQPF designation within Quebec.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements.
  • Self-motivated entrepreneur with minimal supervision.
  • Bilingualism in French and English.

What We Offer

  • Competitive compensation and benefits package.
  • Ability to make a lasting impact on an assigned book of customers.
  • Inclusive culture recognizing employee contributions.
  • Organization committed to community involvement.


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