(Future Opportunities) Financial Planner, Scotia Financial Planning - South Shore
ScotiabankLongueuil, Quebec, Canada • Quebec, Canada • Quebec, Canada • Longueuil, Quebec, Canada
Posted February 18, 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.
Job Description
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. The role involves engaging in proactive client outreach, providing personalized investment and financial planning advice, and building strong internal partnerships across the branch network.
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
- IPF 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
- Valid driver's license and access to a vehicle
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 our retail branches and access to Scotia Global Asset Management
- A work culture that promotes diversity, respect, and inclusion