Financial Planning Expert for Mass Affluent Market

16 hours ago


Boisbriand, Quebec, Canada Scotiabank Full time

Scotiabank is seeking a highly skilled Financial Planner to join our team in Boisbriand, Quebec. As a key member of our mass affluent market team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service.

The ideal candidate will have experience in financial planning and investment sales, with a strong understanding of the competitive offerings, market trends, economic conditions, and regulatory environment. You will also possess excellent communication skills, both written and verbal, with the ability to work independently as a self-motivated entrepreneur.

This role offers a competitive compensation package, including a salary range of $70,000 - $100,000 per year, depending on experience, plus benefits and opportunities for professional growth and development.

Key Responsibilities:

  • Develop and deepen client relationships through high-quality advice and service
  • Conduct in-depth reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals
  • Exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice regarding their investments and retirement planning

Requirements:

  • Experience in financial planning and investment sales
  • Successfully completed (or working towards) the IQPF designation within Quebec
  • Accredited mutual funds professional in good standing with CIRO licensing requirements
  • Bilingualism in French and English

Benefits:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • Inclusive culture that values and recognizes employee contributions

About Scotiabank:

We are a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and communities achieve success through a broad range of advice, products, and services. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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