Careers in Financial Planning - Quebec

Scotiabank • Montreal, QC

1d • Hybrid

About The Position

Join a purpose-driven, winning team committed to results in an inclusive and high-performing culture. Start the next chapter of your career with us! Make a meaningful difference in the financial lives of clients while building a career with room to grow. Join a collaborative team where you can deepen trusted relationships, expand your network, and help clients move toward their goals with confidence. This role offers one application for two potential career paths: Financial Advisor, Investment & Retirement Planning | Retail Banking, or Financial Planner | Scotia Financial Planning, Global Wealth Management. The Financial Advisor path involves helping clients make informed decisions about investments, retirement, and everyday banking, managing and growing a client portfolio, strengthening existing relationships, and connecting with referred clients. This path is suitable for those who enjoy working as part of a branch team, developing business, and delivering advice that supports clients over time. The Financial Planner path focuses on building and growing a financial planning practice by delivering personalized investment and financial planning advice to mass-affluent clients, cultivating long-term relationships, developing internal and external networks, and meeting clients in ways that support their needs and schedule. This path is ideal for individuals with an entrepreneurial mindset who enjoy building a practice through trusted advice and relationships.

Requirements

• At least 3 years of experience in financial planning, investment sales or wealth management.
• Current mutual fund accreditation in good standing and alignment with applicable CIRO licensing requirements, such as Investment Funds in Canada or the Canadian Securities Course.
• Completion of, or progress toward, the Institute of Financial Planning diploma leading to the F.Pl. designation.
• A client-first approach, strong relationship-building skills and a genuine interest in helping people achieve their financial goals.
• Confidence in business development, networking and working toward goals.
• Sufficient knowledge of English is required due to regular interaction and collaboration with groups and individuals based in Toronto, as well as ongoing interaction with English-speaking clients and colleagues locally and elsewhere.

Responsibilities

• Manage and grow a portfolio of clients.
• Strengthen existing relationships.
• Connect with clients referred by branch partners.
• Deliver personalized investment and financial planning advice to mass-affluent clients.
• Cultivate long-term relationships.
• Develop internal and external networks.
• Meet clients in ways that support both their needs and your schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed