Financial Planner, Scotia Financial Planning - Lebourgneuf, QC

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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

External Clients

As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from.

Internal Clients

As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the ...