Financial Planner – Scotiabank, Gatineau, QC
Location: Gatineau, QC | Company: Scotiabank
Scotiabank is hiring a Financial Planner in Gatineau, Quebec, for a client-facing position focused on investment advice, comprehensive financial planning, business development, and long-term relationship management.
This opportunity is suited to an entrepreneurial financial professional who can work with affluent clients, develop new business through networking and prospecting, and provide personalized investment and planning advice. The successful candidate will also collaborate with Scotiabank branch teams and internal specialists to connect clients with the broader resources of the bank.
About the Financial Planner Role
The Financial Planner will help clients clarify their financial priorities and build strategies designed around their individual circumstances, investment objectives, and longer-term goals. The role involves developing trusted relationships through meaningful conversations, careful needs analysis, and ongoing advice.
The position includes both internal and external business development. This means reconnecting with existing Scotiabank clients who may have limited engagement with the bank, while also reaching new prospects through professional networks, referrals, community involvement, and approved centres of influence.
Key Areas of Responsibility
The position combines financial planning, investment sales, client acquisition, relationship development, community engagement, and regulatory compliance.
Financial Planning
Develop personalized financial and investment strategies based on each client’s goals, current situation, risk profile, and changing needs.
Business Development
Create and execute plans to attract affluent clients, expand the assigned market area, and identify new investment opportunities.
Client Acquisition
Use outbound communication, referrals, networking, and prospecting to establish new relationships and grow a sustainable client practice.
Investment Advice
Recommend client-focused investment solutions while following Scotiabank sales principles, regulatory obligations, and suitability requirements.
Internal Partnerships
Work closely with branch teams, investment specialists, and other Scotiabank partners to provide clients with coordinated financial support.
Community Engagement
Participate in local professional events, associations, seminars, and educational sessions to strengthen market presence and develop new relationships.
Licensing and Experience Requirements
Applicants must have at least three years of experience in financial planning and investment sales. A valid mutual funds licence and active registration that meets Canadian Investment Regulatory Organization requirements are also required.
Candidates must hold the Financial Planner designation recognized in Quebec and have strong knowledge of investment products, market conditions, competitor offerings, economic trends, and the applicable regulatory environment. A valid driver’s licence and access to a vehicle are required because the role involves regular travel throughout the assigned market area.
Skills That May Help Candidates Succeed
This role may suit professionals who are motivated by relationship building, independent business development, and helping clients make informed financial decisions.
The ability to assess multiple aspects of a client’s financial position supports practical, personalized, and goal-oriented recommendations.
Strong prospecting and networking skills can help build a consistent pipeline of new relationships and expand the advisor’s practice.
A thorough understanding of investment solutions, market conditions, and regulatory requirements supports responsible and relevant advice.
Maintaining regular contact and providing dependable guidance can help build long-term trust with clients and internal partners.
Strong French and sufficient English are important because the role involves regular communication with local clients and colleagues based in Toronto and other regions.
Flexible Work and Compensation Structure
This position is based in Gatineau, Quebec, and includes frequent travel within the assigned market area. Financial Planners have flexibility to meet clients in locations and at times that support both the advisor’s practice and the client’s preferences.
Scotiabank states that compensation includes a base salary plus variable compensation linked to business growth and client retention. The role also provides access to marketing support, mobile technology, customer relationship management tools, portfolio resources, financial planning software, and collaboration with Scotiabank branches and Scotia Global Asset Management.
How to Apply
Candidates should review the complete Scotiabank posting before applying to confirm that their licensing, Quebec financial planning designation, investment sales experience, bilingual communication skills, and availability for frequent local travel align with the position.
Applications must be submitted directly through Scotiabank’s official careers website. Only candidates selected to continue in the recruitment process may be contacted.