Bilingual Financial Planner - Investments & Retirement

Scotiabank; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be bilingual in French and English. A supportive work environment with competitive compensation and benefits is offered.

Benefits

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Relocation support (upon approval)

Qualifications

• Experience in a collaborative, results-driven team culture.
• Knowledgeable of market trends, economic conditions, and regulations.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for assigned clients.
• Deliver trusted financial advice regarding investments and retirement planning.
• Leverage technology tools to enhance client interactions.

Skills

Experience in financial planning and investment sales

Bilinguism in French and English

Self-motivation and goal-oriented mindset

Education

IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be bilingual in French and English. A supportive work environment with competitive compensation and benefits is offered.