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, financial planning, business development, and long-term relationship management.
This opportunity is suited to an entrepreneurial financial professional who can develop relationships with mass-affluent clients, attract new business through prospecting and networking, and provide personalized advice based on each client’s financial goals. The successful candidate will also collaborate with Scotiabank branch teams and internal specialists to deliver coordinated financial solutions.
About the Financial Planner Position
The Financial Planner helps clients clarify their financial priorities and develop strategies designed around their investment objectives, current circumstances, and future plans. The position involves conducting detailed needs assessments, explaining suitable options, and maintaining regular contact as client needs evolve.
The role includes both external and internal business development. Financial Planners reach prospective clients outside the Scotiabank network while also identifying opportunities among existing clients who may have limited engagement with the bank. Strong partnerships across the branch network help provide access to Scotiabank’s broader investment and financial planning resources.
Key Areas of Responsibility
The position combines financial planning, investment sales, client acquisition, relationship development, community involvement, and regulatory compliance.
Financial Planning
Develop personalized financial and investment strategies based on each client’s goals, financial position, risk profile, and changing circumstances.
Business Development
Execute plans to attract mass-affluent clients, strengthen the assigned market area, and create sustainable growth opportunities.
Client Acquisition
Use proactive outreach, referrals, networking, and centres of influence to build new relationships and expand the client portfolio.
Investment Advice
Recommend suitable investment solutions while following Scotiabank sales principles, compliance requirements, and regulatory standards.
Internal Partnerships
Collaborate with branch teams, investment specialists, and other Scotiabank partners to provide clients with coordinated support.
Community Engagement
Participate in local events, professional associations, seminars, and educational sessions to strengthen market visibility and develop prospects.
Licensing and Experience Requirements
Applicants must have at least three years of experience in financial planning and investment sales. Candidates must also hold current mutual fund accreditation in good standing that meets Canadian Investment Regulatory Organization licensing requirements.
The role requires completion of a Personal Financial Planning designation, Certified Financial Planner designation, or another accepted professional credential. A valid driver’s licence and access to a vehicle are necessary because the position involves frequent travel to meet clients and prospects throughout the assigned district.
Skills That May Help Candidates Succeed
This position may suit professionals who are motivated by relationship building, independent business development, and helping clients make informed financial decisions.
The ability to assess multiple parts of a client’s financial situation supports practical, personalized, and goal-oriented recommendations.
Strong prospecting and networking abilities can help build a consistent pipeline of new relationships and expand the advisor’s practice.
A thorough understanding of investment products, market conditions, and regulatory requirements supports responsible client advice.
Maintaining regular contact and providing dependable guidance can help develop 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 in Toronto and other regions.
Flexible Work and Compensation Structure
This mobile position is based in Gatineau, Quebec, and requires frequent travel within the assigned market area. Financial Planners have flexibility to arrange meetings at locations and times that are convenient for both the advisor and the client.
Scotiabank states that compensation includes a base salary plus variable pay linked to the growth and retention of the client portfolio. The role also provides access to marketing support, mobile technology, customer relationship management tools, portfolio resources, financial planning software, and collaboration with Scotia Global Asset Management.
How to Apply
Candidates should review the full Scotiabank posting before applying to confirm that their financial planning experience, professional designation, mutual fund accreditation, bilingual communication skills, and availability for frequent travel align with the role.
Applications must be submitted directly through Scotiabank’s official careers website. Only candidates selected to continue in the recruitment process may be contacted.