Financial Planner, Scotia Financial Planning - Beauport, QC

Requisition ID:

Position: Financial Planner

Overview

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high‑quality advice and service. You will engage in proactive client outreach both externally to individuals outside the Scotiabank network and internally to existing Scotiabank clients. Your role is to build new and long‑term relationships that grow your practice.

Key Responsibilities

• Drive investment sales and new client acquisition, adhering to Global Sales Principles, compliance, and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Execute business development plans for mass affluent prospects and existing clients, identify opportunities, and facilitate implementation of investment solutions or referrals.
• Provide client‑centric investment solutions ...