Entrepreneurial Financial Planner: Grow Your Client Base

Scotiabank; Dorval; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Quebec is seeking a Financial Planner to enhance client relationships through expert financial planning and investment advice. The role emphasizes client acquisition, business development, and community involvement. Ideal candidates should have mutual fund certification, experience in financial services, and strong networking capabilities. The position offers flexibility, an entrepreneurial environment, and competitive compensation based on performance. Occasional travel is expected as part of the role.

Benefits

Flexible work environment

Access to cutting-edge resources

Competitive compensation structure

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Certified mutual fund professional with good standing for CIRO licensing.
• Proven networking and client acquisition skills.

Responsibilities

• Drive investment sales and new client acquisition.
• Establish business development opportunities.
• Promote client-centric investment solutions.

Skills

Client acquisition

Networking

Interpersonal skills

Entrepreneurial mindset

Financial planning

Education

Mutual Fund Certification

IPF designation

Job description

A leading banking institution in Quebec is seeking a Financial Planner to enhance client relationships through expert financial planning and investment advice. The role emphasizes client acquisition, business development, and community involvement. Ideal candidates should have mutual fund certification, experience in financial services, and strong networking capabilities. The position offers flexibility, an entrepreneurial environment, and competitive compensation based on performance. Occasional travel is expected as part of the role.