Financial Planner, Scotia Financial Planning - Montreal West

About the Role

Scotiabank is seeking a Financial Planner for Scotia Financial Planning in Montreal West to develop and deepen mass affluent client relationships by providing high quality financial planning and investment advice. The role emphasizes an entrepreneurial mindset, the ability to build external and internal networks, and growing a practice through long-term relationships. What You'll Do

• Develop and deepen mass affluent client relationships by providing personalized investment and financial planning advice.

• Engage external clients through proactive outreach outside the Scotiabank network to demonstrate the value of financial planning.

• Collaborate with internal clients and branch networks to identify opportunities and ensure access to Scotiabank's resources, delivering a seamless client experience.

• Meet clients on a flexible schedule, including outside of the office, to accommodate client needs. What We're Looking For

• Driven by purpose and determination; you understand that clients are your most valuable asset.

• Top priority is delivering personalized investment and financial planning advice to help clients achieve their goals.

• Entrepreneurial mindset; ability to build and leverage external and internal networks and centers of influence.

• Comfort engaging both external and internal clients and serving as a trusted advisor.

• Ability to work within a collaborative Scotiabank framework and partner across the branch network.