(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West
ScotiabankQuebec, Canada • Quebec, Canada • Quebec, Canada • Quebec, Canada • Montreal, Quebec, Canada
Posted April 17, 2026
Full Time
About the Company
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.
Job Description
Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will develop and deepen mass affluent client relationships by providing high-quality advice and service.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements
- Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) designation
- Proven networking, client acquisition, and interpersonal skills
- Goal-oriented and entrepreneurial
- Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
Benefits
- An entrepreneurial culture with the freedom to develop your career
- A fast-paced, flexible work environment
- A compensation structure that rewards growing and maintaining your client base
- Access to leading-edge resources
- A partnership with retail branches and access to Scotia Global Asset Management
- A work culture that promotes diversity, respect, and inclusion