Financial Planner, Laval, Quebec

1 month ago


Laval, Quebec, Canada Scotiabank Full time
Unlock Your Potential as a Financial Planner

Are you passionate about helping others achieve their financial goals? Do you have a knack for delivering trusted financial advice and sales expertise? We're looking for a talented Financial Planner to join our team at Scotiabank

About the Role

In this exciting role, you'll have the opportunity to work with customers to understand their financial needs and develop customized financial strategies and solutions. You'll be responsible for conducting comprehensive reviews, providing expert advice, and building strong relationships with customers, peers, and partners.

What We're Looking For
  • Successful completion of the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • Minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers, and partners
What's in it for You?
  • Competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role
  • Ability to make a lasting impact on an assigned book of customers
  • Inclusive culture where we value and recognize our employees' contributions
  • Organization committed to making a difference in our communities – for you and your customers


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