Financial Planner, Scotia Financial Planning - Downtown Montreal

Scotiabank; Montreal; On-site; CAD 75,000 - 110,000; Full time

Job summary

A leading financial services provider is seeking a Financial Planner in Montreal to develop client relationships and deliver customized financial advice. This role requires a detail-oriented professional with at least 3 years of experience in financial planning who can navigate the fast-paced environment and provide top-notch client service. The position offers flexible working arrangements and a competitive compensation structure, promoting an entrepreneurial culture.

Benefits

Career development opportunities

Flexible work hours

Access to marketing support and technology

Inclusive culture

Qualifications

• Minimum 3 years experience in financial planning and investment sales.
• Strong networking skills and ability to work both independently and in a team.
• Knowledge of market trends and regulatory environment.

Responsibilities

• Drive investment sales and new client acquisition.
• Promote growth through community engagements and networking.
• Provide client-centric investment solutions.

Skills

Client acquisition

Networking

Financial planning

Investment sales

Education

Mutual funds certification

MFDA licensing

IPF designation

Job description

Requisition ID: #

Join a purpose-driven, high-performing team

We have refreshed our name to Financial Planners within the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) in our Global Asset Management Division.

As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. You are entrepreneurial, leveraging your networks and centers of influence to grow your practice through building long-term relationships. Your clients are your greatest asset, and your goal is to help them meet their financial objectives.

You enjoy flexible meeting arrangements outside of the office and working within a collective Scotiabank framework that benefits your clients and practice.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to compliance and regulatory standards. You will also identify business development opportunities within your market area.

Key Responsibilities:

1. Promote the growth of proprietary investment business through business development and client engagement.
2. Provide client-centric investment solutions aligned with Global Sales Principles.
3. Participate in community events and develop your network through seminars and local professional activities.

Qualifications:

• At least 3 years of experience in financial planning and investment sales.
• Current mutual funds certification and MFDA licensing (Investments Funds in Canada or Canadian Securities Course).
• Completed the IPF designation.
• Strong networking and client acquisition skills, experience with Centers of Influence.
• Goal-oriented, entrepreneurial, able to work independently and within a team.
• Knowledge of market trends, economic conditions, and regulatory environment.
• Valid driver's license and access to a vehicle for client meetings.

Benefits:

• Entrepreneurial culture and career development opportunities.
• Flexible work hours and client meeting arrangements.
• Competitive compensation with base plus variable pay.
• Access to advanced resources, marketing support, and technology.
• Opportunity to build lasting client relationships.
• Inclusive culture promoting diversity and respect.

Additional Information:

This role requires frequent travel and bilingual communication in English and French, especially in Montreal, Quebec.

For more opportunities, see our “Financial Planner, Branch Network” postings. Scotiabank is committed to an inclusive environment and accessible recruitment process.

Location: Montreal, Quebec, Canada

Note: Only candidates considered for an interview will be contacted.