Financial Planner and Investment Specialist - LeBourgneuf, Quebec City


Requisition ID: 31015

Join the Global Community of Scotiabankers to help customers become better off.



As a Financial Planner and Investment Specialist, you will focus on developing new wealth management business relationships as well as cross selling and up-selling to existing clients in the assigned market area. You will be responsible for ensuring investment portfolio growth, revenue generation and meeting defined goals, through an exclusive focus on establishing business development opportunities with prospects and clients.


You will also be responsible for driving investment sales and netting new client acquisition through a financial planning framework while developing relationships within the community.


Key Accountabilities

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Developing and implementing a structured business development strategy according to agreed-upon growth objectives

Developing strategic sales plans for prospects and existing clients

Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities

Providing clients with an initial review of their existing financial plan or creating a new financial plan

Conducting complimentary needs analysis across several financial statements, including competitor statements

Conducting market research to understand market trends

Building and maintaining a market profile in the assigned market area

Participating in local professional and community events and associations to develop and expand your network

Identifying opportunities to deliver community information sessions and financial seminars to grow prospects

Networking with investment industry specialists while managing a small budget for independent marketing-based activities

Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners

Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members


Desired Skills & Experience

Post-secondary education in Business or related field

Certified Financial Planner Designation (IQPF)

Mutual Fund License

3+ years of investment sales experience and financial planning

Proven networking, client acquisition and interpersonal skills

Advanced knowledge of practical sales techniques and prospecting

Highly effective verbal and written communication skills

Ability to work independently as a self-motivated entrepreneur with minimal supervision and also as part of a larger team

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment

An understanding of the Brokerage / Wealth Management and Online Brokerage environments

A valid driver's license and access to a vehicle, in order to travel to meet clients and prospects within the designated district

Bilingual French / English skills required


Location(s):  Canada : Quebec : Lebourgneuf

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Full time
Lebourgneuf, 10, CA