Financial Planner, Scotia Financial Planning - Fabreville, QC

Scotiabank; Laval (administrative region); Hybrid; CAD 50,000 - 90,000; Full time

Job summary

A leading financial institution in Quebec seeks a Financial Planner who will develop client relationships and provide quality advice. The role requires experience in financial planning, strong client acquisition skills, and the ability to work independently. The ideal candidate enjoys a flexible work environment and has the ability to meet clients wherever convenient. Benefits include a rewarding compensation structure and access to resources that support growth and client engagement.

Benefits

Flexible work environment

Access to marketing support

Diversity and inclusion support

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certification with good standing for CIRO licensing.
• Successful completion of the IPF designation.

Responsibilities

• Driving investment sales and acquiring new clients.
• Establishing business development opportunities in assigned market.
• Promoting growth of proprietary investment business.

Skills

Networking

Client acquisition

Interpersonal skills

Goal orientation

Education

IPF designation

Mutual fund certification

Tools

CRM platform

Mobile technology

Job description

Requisition ID: 243356

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

Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.

What is the role of a Financial Planner?

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships.

• External clients – Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Internal clients – Deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.

Key attributes

• Driven by purpose and determination, you understand that your clients are your most valuable asset.
• You also enjoy the flexibility of meeting clients outside of the office, on a schedule that best suits you and them.
• You recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Responsibilities

• Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Promote the development and sustainable growth of proprietary investment business in the assigned market area.

Business development focus

• Business Development – Execute business development plans for mass affluent prospects and existing clients.
• Client‑centricity – Provide client‑centric investment solutions through a financial planning framework.
• Community involvement – Participate actively in local professional and community events and associations.

Qualifications

• 3 years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
• Successful completion of the IPF designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• Goal‑oriented and entrepreneurial; able to work independently with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Valid driver's license and access to a vehicle to meet clients and prospects within the designated district.

Benefits

• An entrepreneurial culture with the freedom to develop your career.
• A fast‑paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading‑edge resources to support your growth, including dedicated marketing support, powerful mobile technology, and leading customer relationship management (CRM) platform.
• The ability to build long‑lasting client relationships through exceptional advice and service.
• A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

The compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location

Canada : Quebec : Fabreville

Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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