Entrepreneurial Financial Planner — Flexible Hours, Mobile Role

Scotiabank; Dorval; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

A leading financial services provider is seeking a Financial Planner in Quebec to develop and deepen client relationships by providing tailored investment and financial planning advice. You will engage with external and internal clients to showcase financial planning capabilities and meet their goals. The role offers an entrepreneurial culture with flexibility in scheduling client meetings, supporting your growth through dedicated resources, and rewarding client base maintenance.

Benefits

Flexible work environment

Access to marketing support

Diversity and inclusion culture

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation.
• Proven networking and interpersonal skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Execute business development plans for clients.
• Engage in proactive outreach to clients.

Skills

Networking

Client acquisition

Interpersonal skills

Investment sales

Financial planning

Education

IPF designation

Mutual Fund Certification

CIRO Licensing

Tools

CRM software

Financial planning software

Mobile technology

Job description

A leading financial services provider is seeking a Financial Planner in Quebec to develop and deepen client relationships by providing tailored investment and financial planning advice. You will engage with external and internal clients to showcase financial planning capabilities and meet their goals. The role offers an entrepreneurial culture with flexibility in scheduling client meetings, supporting your growth through dedicated resources, and rewarding client base maintenance.